+26.0%
FLEX vs CDW
+19.9%
+6.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.4% | -4.2% |
| 7D | +7.5% | +9.3% | -1.9% | +10.1% |
| 30D | -25.3% | +14.4% | -39.6% | -21.3% |
| 3M | -39.7% | +21.4% | -61.1% | -35.2% |
| 6M | -47.9% | +72.8% | -120.7% | -26.9% |
| YTD | +24.1% | +28.0% | -3.9% | +50.3% |
| 1Y | +26.0% | +19.3% | +6.6% | +66.0% |
| All | +26.0% | +19.9% | +6.0% | +66.0% |
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