+65.7%
ENTG vs CDW
+13.2%
+52.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +12.7% | -19.1% | -6.6% |
| 7D | -10.3% | +3.7% | -14.1% | -10.0% |
| 30D | -14.4% | +26.0% | -40.4% | -15.0% |
| 3M | -1.1% | +10.1% | -11.2% | -1.2% |
| 6M | +3.0% | +26.1% | -23.1% | +3.0% |
| YTD | +70.1% | +25.9% | +44.2% | +72.3% |
| 1Y | +65.7% | +21.5% | +44.2% | +75.5% |
| All | +65.7% | +13.2% | +52.6% | +75.5% |
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