+159.9%
DELL vs CDW
+19.9%
+140.0%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.7% | -6.5% | -6.9% |
| 7D | +4.9% | +9.3% | -4.5% | +1.5% |
| 30D | -32.1% | +14.4% | -46.4% | -35.4% |
| 3M | -30.2% | +21.4% | -51.6% | -35.5% |
| 6M | +41.7% | +72.8% | -31.1% | +16.3% |
| YTD | +176.6% | +28.0% | +148.6% | +141.2% |
| 1Y | +159.9% | +19.3% | +140.6% | +154.7% |
| All | +159.9% | +19.9% | +140.0% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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