+211.1%
INTU vs CDW
+263.0%
-51.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.2% | +1.0% | -1.4% |
| 7D | -7.5% | -3.9% | -3.7% | -5.6% |
| 30D | -1.9% | +6.9% | -8.8% | -5.8% |
| 3M | +4.9% | +7.7% | -2.8% | -0.7% |
| 6M | -33.2% | +18.3% | -51.5% | -41.4% |
| YTD | -51.4% | +7.8% | -59.2% | -55.3% |
| 1Y | -52.0% | -12.2% | -39.8% | -50.7% |
| 3Y | -40.7% | -28.9% | -11.7% | -33.7% |
| 5Y | -41.7% | -22.8% | -18.9% | -38.9% |
| 10Y | +211.1% | +266.1% | -54.9% | +59.1% |
| All | +211.1% | +263.0% | -51.9% | +59.1% |
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 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