+494.3%
PAAS vs CDW
+903.1%
-408.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.3% |
| 7D | -2.9% | +3.2% | -6.1% | -3.3% |
| 30D | +6.8% | +9.3% | -2.5% | +5.4% |
| 3M | -2.9% | +9.8% | -12.7% | -4.7% |
| 6M | -16.4% | +23.3% | -39.8% | -20.6% |
| YTD | 0.0% | +13.7% | -13.6% | -3.6% |
| 1Y | +54.3% | -6.5% | +60.8% | +54.2% |
| 3Y | +230.7% | -25.2% | +255.9% | +239.6% |
| 5Y | +111.6% | -19.5% | +131.1% | +111.2% |
| 10Y | +211.7% | +285.8% | -74.1% | +166.0% |
| All | +494.3% | +903.1% | -408.8% | +368.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling