+2,425.3%
PWR vs CDW
+262.5%
+2,162.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.3% |
| 7D | +2.7% | -4.2% | +6.9% | +4.3% |
| 30D | -5.1% | +4.9% | -10.0% | -7.6% |
| 3M | -9.4% | +7.3% | -16.7% | -14.0% |
| 6M | +10.4% | +19.2% | -8.8% | -3.9% |
| YTD | +48.6% | +6.2% | +42.5% | +35.5% |
| 1Y | +68.0% | -14.0% | +82.0% | +70.2% |
| 3Y | +204.7% | -30.0% | +234.7% | +234.9% |
| 5Y | +451.9% | -23.6% | +475.5% | +469.1% |
| 10Y | +2,425.3% | +269.4% | +2,156.0% | +1,335.3% |
| All | +2,425.3% | +262.5% | +2,162.8% | +1,335.3% |
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