+2.2%
TEAM vs CDW
-13.2%
+15.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.2% | -1.8% | -4.7% |
| 7D | -5.7% | -3.9% | -1.8% | -3.9% |
| 30D | +18.3% | +6.9% | +11.5% | +15.4% |
| 3M | +80.2% | +7.7% | +72.5% | +72.0% |
| 6M | +111.0% | +18.3% | +92.7% | +88.8% |
| YTD | +8.8% | +7.8% | +1.0% | +0.9% |
| 1Y | +2.2% | -12.2% | +14.3% | +2.6% |
| All | +2.2% | -13.2% | +15.3% | +2.6% |
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 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