-4.9%
EQT vs CDW
+13.2%
-18.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +12.7% | -15.9% | -3.4% |
| 7D | -6.6% | +3.7% | -10.3% | -6.5% |
| 30D | +2.7% | +26.0% | -23.3% | +1.9% |
| 3M | -0.2% | +10.1% | -10.3% | -0.7% |
| 6M | -10.6% | +26.1% | -36.6% | -11.2% |
| YTD | -1.2% | +25.9% | -27.0% | -1.5% |
| 1Y | -4.9% | +21.5% | -26.4% | -4.8% |
| All | -4.9% | +13.2% | -18.0% | -4.8% |
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