+66.2%
PWR vs CDW
-5.0%
+71.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.6% |
| 7D | +3.6% | +3.2% | +0.4% | +3.8% |
| 30D | -8.6% | +9.3% | -17.9% | -7.9% |
| 3M | -13.2% | +9.8% | -23.0% | -12.1% |
| 6M | +9.9% | +23.3% | -13.4% | +10.8% |
| YTD | +48.0% | +13.7% | +34.4% | +52.8% |
| 1Y | +66.2% | -6.5% | +72.6% | +76.7% |
| All | +66.2% | -5.0% | +71.2% | +76.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling