+199.5%
PAAS vs CDW
+285.0%
-85.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.2% |
| 7D | -2.9% | +3.2% | -6.1% | -3.3% |
| 30D | +6.8% | +9.3% | -2.5% | +5.2% |
| 3M | -2.9% | +9.8% | -12.7% | -4.9% |
| 6M | -16.4% | +23.3% | -39.8% | -21.1% |
| YTD | 0.0% | +13.7% | -13.6% | -4.1% |
| 1Y | +54.3% | -6.5% | +60.8% | +54.3% |
| 3Y | +230.7% | -25.2% | +255.9% | +241.4% |
| 5Y | +111.6% | -19.5% | +131.1% | +111.0% |
| All | +199.5% | +285.0% | -85.6% | +162.0% |
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 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