+2,285.0%
PWR vs CDW
+903.1%
+1,381.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | +3.6% | +3.2% | +0.4% | +2.3% |
| 30D | -8.6% | +9.3% | -17.9% | -12.3% |
| 3M | -13.2% | +9.8% | -23.0% | -18.0% |
| 6M | +9.9% | +23.3% | -13.4% | -4.7% |
| YTD | +48.0% | +13.7% | +34.4% | +32.0% |
| 1Y | +66.2% | -6.5% | +72.6% | +62.2% |
| 3Y | +195.1% | -25.2% | +220.3% | +214.3% |
| 5Y | +442.6% | -19.5% | +462.0% | +449.3% |
| 10Y | +2,334.2% | +285.8% | +2,048.4% | +1,209.4% |
| All | +2,285.0% | +903.1% | +1,381.9% | +1,009.4% |
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