+277.3%
RMD vs CDW
+267.9%
+9.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.2% | +2.0% | -1.4% |
| 7D | -4.5% | -3.9% | -0.6% | -3.2% |
| 30D | +4.6% | +6.9% | -2.3% | +1.9% |
| 3M | +14.8% | +7.7% | +7.1% | +10.7% |
| 6M | -12.1% | +18.3% | -30.4% | -20.4% |
| YTD | -7.5% | +7.8% | -15.2% | -13.3% |
| 1Y | -20.1% | -12.2% | -7.9% | -19.0% |
| 3Y | +53.9% | -28.9% | +82.8% | +65.4% |
| 5Y | -22.2% | -22.8% | +0.6% | -21.3% |
| All | +277.3% | +267.9% | +9.4% | +126.1% |
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