+1,844.9%
PWR vs CDW
+315.4%
+1,529.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +19.1% | +9.1% | +10.0% | +15.2% |
| 30D | -12.0% | +13.7% | -25.7% | -17.2% |
| 3M | -10.6% | +27.0% | -37.6% | -20.5% |
| 6M | -20.8% | +75.9% | -96.7% | -41.2% |
| YTD | +43.7% | +28.9% | +14.9% | +19.4% |
| 1Y | +35.0% | +19.6% | +15.4% | +16.7% |
| 3Y | +249.4% | -14.6% | +264.0% | +249.0% |
| 5Y | +422.1% | -3.2% | +425.3% | +380.9% |
| All | +1,844.9% | +315.4% | +1,529.5% | +941.8% |
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 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