-22.2%
CDW vs WU
-21.7%
-0.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.3% |
| 7D | +2.1% | +11.7% | -9.6% | -1.5% |
| 30D | +14.7% | +12.6% | +2.1% | +10.4% |
| 3M | +11.1% | -0.5% | +11.6% | +10.8% |
| 6M | +45.6% | -18.2% | +63.8% | +52.7% |
| YTD | +17.1% | -19.0% | +36.1% | +23.1% |
| 1Y | +13.2% | -16.7% | +29.8% | +17.6% |
| 3Y | -22.2% | -21.0% | -1.2% | -15.2% |
| All | -22.2% | -21.7% | -0.5% | -15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling