+87.6%
ROIV vs CDW
+22.8%
+64.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.3% | -4.4% |
| 7D | +9.2% | +9.1% | +0.1% | +9.1% |
| 30D | +19.9% | +13.7% | +6.2% | +19.9% |
| 3M | +10.6% | +27.0% | -16.4% | +11.0% |
| 6M | +36.1% | +75.9% | -39.8% | +36.3% |
| YTD | +84.3% | +28.9% | +55.4% | +86.4% |
| 1Y | +87.6% | +19.6% | +68.0% | +85.9% |
| All | +87.6% | +22.8% | +64.7% | +85.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling