-40.7%
NOW vs CDW
+16.9%
-57.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.8% | -4.1% | -1.5% |
| 7D | -3.1% | +9.3% | -12.4% | -7.4% |
| 30D | -27.0% | +15.8% | -42.8% | -32.6% |
| 3M | -17.7% | +21.8% | -39.5% | -26.0% |
| 6M | +12.7% | +58.8% | -46.1% | -9.5% |
| YTD | -32.9% | +22.8% | -55.7% | -42.4% |
| All | -40.7% | +16.9% | -57.6% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling