+467.0%
TEAM vs CDW
+325.6%
+141.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.8% | -4.1% | -1.8% |
| 7D | -17.2% | +9.3% | -26.5% | -21.6% |
| 30D | -25.1% | +15.8% | -40.9% | -31.3% |
| 3M | +3.9% | +21.8% | -17.9% | -7.7% |
| 6M | +69.1% | +58.8% | +10.3% | +28.3% |
| YTD | -4.5% | +22.8% | -27.2% | -18.5% |
| 1Y | -1.9% | +17.9% | -19.8% | -14.5% |
| 3Y | -9.3% | -17.4% | +8.1% | -6.2% |
| 5Y | -65.2% | -5.7% | -59.4% | -66.3% |
| 10Y | +467.0% | +319.5% | +147.5% | +162.6% |
| All | +467.0% | +325.6% | +141.4% | +162.6% |
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