+706.7%
ETN vs CDW
+300.6%
+406.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.8% | -3.9% | +0.5% |
| 7D | +3.5% | +0.9% | +2.6% | +2.9% |
| 30D | -7.5% | +13.1% | -20.6% | -13.0% |
| 3M | +8.3% | +19.7% | -11.3% | -2.7% |
| 6M | +20.2% | +30.7% | -10.5% | -0.5% |
| YTD | +34.7% | +14.7% | +20.0% | +18.4% |
| 1Y | +19.4% | -5.3% | +24.8% | +15.8% |
| 3Y | +85.5% | -23.8% | +109.4% | +98.1% |
| 5Y | +186.6% | -16.8% | +203.4% | +184.8% |
| All | +706.7% | +300.6% | +406.1% | +342.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling