+331.5%
CDW vs WU
-35.7%
+367.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.4% |
| 7D | +13.1% | +11.0% | +2.0% | +7.8% |
| 30D | +19.1% | +13.4% | +5.7% | +12.5% |
| 3M | +24.7% | +2.2% | +22.5% | +23.1% |
| 6M | +63.4% | -18.2% | +81.6% | +74.9% |
| YTD | +26.3% | -18.3% | +44.6% | +34.8% |
| 1Y | +20.6% | -12.2% | +32.8% | +24.1% |
| 3Y | -16.3% | -20.8% | +4.5% | -11.9% |
| 5Y | -3.9% | -42.6% | +38.6% | +15.3% |
| 10Y | +331.5% | -35.5% | +367.0% | +371.8% |
| All | +331.5% | -35.7% | +367.2% | +371.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling