+70.8%
PAAS vs CDW
-10.5%
+81.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.3% | +1.6% |
| 7D | +8.4% | +2.1% | +6.3% | +8.1% |
| 30D | -7.2% | +14.7% | -21.9% | -8.5% |
| 3M | -14.0% | +11.1% | -25.1% | -15.1% |
| 6M | -26.8% | +45.6% | -72.3% | -30.7% |
| YTD | -19.8% | +17.1% | -36.9% | -22.4% |
| 1Y | +22.8% | +13.2% | +9.7% | +20.0% |
| 3Y | +183.6% | -22.2% | +205.8% | +196.4% |
| All | +70.8% | -10.5% | +81.3% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling