+17.2%
CDW vs WWD
+25.3%
-8.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.9% | -0.1% | +4.7% |
| 7D | +9.3% | +4.2% | +5.1% | +9.2% |
| 30D | +15.8% | -0.8% | +16.6% | +15.7% |
| 3M | +21.8% | -8.2% | +30.0% | +21.2% |
| 6M | +58.8% | -9.8% | +68.6% | +57.5% |
| YTD | +22.8% | +10.4% | +12.4% | +19.4% |
| All | +17.2% | +25.3% | -8.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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