+800.7%
MSCI vs CDW
+329.6%
+471.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.9% | -1.3% | +0.3% |
| 7D | +2.7% | +13.1% | -10.4% | -3.1% |
| 30D | +16.2% | +19.1% | -2.9% | +6.8% |
| 3M | +17.1% | +24.7% | -7.7% | +4.5% |
| 6M | +13.0% | +63.4% | -50.3% | -13.2% |
| YTD | +15.8% | +26.3% | -10.5% | -2.0% |
| 1Y | +15.5% | +20.6% | -5.1% | -0.1% |
| 3Y | +32.3% | -16.3% | +48.6% | +32.1% |
| 5Y | +8.2% | -3.9% | +12.1% | -1.5% |
| 10Y | +800.7% | +331.5% | +469.2% | +403.2% |
| All | +800.7% | +329.6% | +471.1% | +403.2% |
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