-7.9%
TEAM vs CDW
-25.3%
+17.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.0% | -1.6% | -2.1% |
| 7D | -0.4% | +3.2% | -3.6% | -1.9% |
| 30D | +67.3% | +9.3% | +58.0% | +59.0% |
| 3M | +86.8% | +9.8% | +77.0% | +75.7% |
| 6M | +146.8% | +23.3% | +123.5% | +114.4% |
| YTD | +16.9% | +13.7% | +3.3% | +5.5% |
| 1Y | +12.8% | -6.5% | +19.3% | +13.3% |
| All | -7.9% | -25.3% | +17.4% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling