+348.7%
RMD vs CDW
+325.6%
+23.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.8% | -4.7% | -1.5% |
| 7D | +1.2% | +9.3% | -8.1% | -2.2% |
| 30D | +2.5% | +15.8% | -13.3% | -2.9% |
| 3M | +11.5% | +21.8% | -10.2% | +3.2% |
| 6M | +14.7% | +58.8% | -44.1% | -5.7% |
| YTD | -1.3% | +22.8% | -24.1% | -12.2% |
| 1Y | -5.3% | +17.9% | -23.2% | -14.4% |
| 3Y | +68.8% | -17.4% | +86.2% | +71.0% |
| 5Y | -5.9% | -5.7% | -0.1% | -12.1% |
| 10Y | +348.7% | +319.5% | +29.2% | +173.9% |
| All | +348.7% | +325.6% | +23.1% | +173.9% |
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