+34.4%
URI vs CDW
+19.9%
+14.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.2% |
| 7D | +6.7% | +9.3% | -2.6% | +6.2% |
| 30D | +8.9% | +14.4% | -5.5% | +8.4% |
| 3M | +0.5% | +21.4% | -20.9% | -0.2% |
| 6M | +20.7% | +72.8% | -52.1% | +16.0% |
| YTD | +40.0% | +28.0% | +12.0% | +33.8% |
| 1Y | +34.4% | +19.3% | +15.1% | +36.2% |
| All | +34.4% | +19.9% | +14.5% | +36.2% |
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