+35.8%
EQT vs CDW
-30.1%
+66.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -1.2% | -7.4% | +6.2% | -0.1% |
| 30D | +1.1% | +5.8% | -4.8% | 0.0% |
| 3M | +4.8% | +10.8% | -6.0% | +2.6% |
| 6M | -10.6% | +21.5% | -32.1% | -14.9% |
| YTD | +3.4% | +6.4% | -2.9% | +1.1% |
| 1Y | +8.7% | -14.8% | +23.5% | +12.6% |
| All | +35.8% | -30.1% | +66.0% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling