+396.3%
NVDA vs CDW
-29.2%
+425.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.2% | +3.2% | -0.6% |
| 7D | +3.8% | -3.9% | +7.7% | +4.9% |
| 30D | +0.8% | +6.9% | -6.1% | -1.1% |
| 3M | +8.2% | +7.7% | +0.5% | +4.9% |
| 6M | +27.1% | +18.3% | +8.8% | +15.9% |
| YTD | +21.2% | +7.8% | +13.4% | +14.8% |
| 1Y | +34.3% | -12.2% | +46.5% | +41.4% |
| 3Y | +396.3% | -28.9% | +425.2% | +432.0% |
| All | +396.3% | -29.2% | +425.5% | +432.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling