+19.2%
U vs CDW
+16.9%
+2.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.8% | -5.0% | -1.4% |
| 7D | +32.3% | +9.3% | +23.0% | +27.9% |
| 30D | +9.7% | +15.8% | -6.1% | +4.2% |
| 3M | +19.6% | +21.8% | -2.2% | +11.5% |
| 6M | +82.6% | +58.8% | +23.9% | +57.0% |
| YTD | +16.4% | +22.8% | -6.3% | +14.9% |
| All | +19.2% | +16.9% | +2.3% | +22.9% |
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