-14.0%
CDW vs WU
-11.2%
-2.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.3% |
| 7D | -4.2% | -4.9% | +0.7% | -3.3% |
| 30D | +4.9% | -1.3% | +6.1% | +5.2% |
| 3M | +7.3% | -3.6% | +10.9% | +6.2% |
| 6M | +19.2% | -24.3% | +43.5% | +24.9% |
| YTD | +6.2% | -21.1% | +27.3% | +10.6% |
| 1Y | -14.0% | -10.3% | -3.7% | -12.2% |
| All | -14.0% | -11.2% | -2.8% | -12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling