+235.3%
INTU vs CDW
+325.6%
-90.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.8% | -5.8% | -3.5% |
| 7D | -3.9% | +9.3% | -13.2% | -8.9% |
| 30D | +11.7% | +15.8% | -4.1% | +2.3% |
| 3M | +4.5% | +21.8% | -17.3% | -7.6% |
| 6M | -13.9% | +58.8% | -72.6% | -35.0% |
| YTD | -48.2% | +22.8% | -71.0% | -56.1% |
| 1Y | -47.1% | +17.9% | -65.0% | -54.2% |
| 3Y | -32.5% | -17.4% | -15.1% | -31.4% |
| 5Y | -42.6% | -5.7% | -36.8% | -46.6% |
| 10Y | +235.3% | +319.5% | -84.2% | +71.4% |
| All | +235.3% | +325.6% | -90.3% | +71.4% |
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