+243.1%
INTU vs CDW
+303.2%
-60.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.3% |
| 7D | +0.1% | +2.1% | -2.0% | -1.5% |
| 30D | +15.4% | +14.7% | +0.7% | +6.3% |
| 3M | +6.6% | +11.1% | -4.5% | -1.0% |
| 6M | -11.3% | +45.6% | -56.9% | -29.8% |
| YTD | -47.7% | +17.1% | -64.8% | -54.5% |
| 1Y | -47.0% | +13.2% | -60.2% | -53.1% |
| 3Y | -29.9% | -22.2% | -7.7% | -26.4% |
| 5Y | -42.2% | -10.1% | -32.1% | -44.9% |
| All | +243.1% | +303.2% | -60.1% | +82.4% |
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