+489.4%
NDAQ vs CDW
+315.4%
+174.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | +1.7% | +9.1% | -7.4% | -1.2% |
| 30D | +16.2% | +13.7% | +2.5% | +11.0% |
| 3M | +14.0% | +27.0% | -13.1% | +4.1% |
| 6M | +22.3% | +75.9% | -53.6% | -2.0% |
| YTD | +13.0% | +28.9% | -15.9% | -0.6% |
| 1Y | +24.0% | +19.6% | +4.4% | +12.1% |
| 3Y | +117.1% | -14.6% | +131.7% | +116.9% |
| 5Y | +67.5% | -3.2% | +70.7% | +55.4% |
| All | +489.4% | +315.4% | +174.0% | +255.9% |
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