+73.1%
TEAM vs CDW
+24.5%
+48.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -0.9% | -15.3% | -15.8% |
| 7D | -19.8% | +2.1% | -21.9% | -20.7% |
| 30D | -21.5% | +14.7% | -36.3% | -26.4% |
| 3M | +39.5% | +11.1% | +28.4% | +32.1% |
| 6M | +73.1% | +45.6% | +27.5% | +23.0% |
| All | +73.1% | +24.5% | +48.6% | +23.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling