+199.3%
PAAS vs CDW
-15.0%
+214.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -8.9% | +9.3% | -18.2% | -9.1% |
| 30D | -11.4% | +14.4% | -25.8% | -11.7% |
| 3M | -20.4% | +21.4% | -41.9% | -20.6% |
| 6M | -40.7% | +72.8% | -113.5% | -41.4% |
| YTD | -26.9% | +28.0% | -55.0% | -27.0% |
| 1Y | -3.1% | +19.3% | -22.4% | -1.8% |
| 3Y | +199.3% | -15.3% | +214.6% | +209.5% |
| All | +199.3% | -15.0% | +214.3% | +209.5% |
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