+144.6%
URI vs CDW
-21.1%
+165.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -6.1% | -1.0% | -5.4% |
| 7D | -12.9% | -4.1% | -8.8% | -12.0% |
| 30D | -3.4% | +16.7% | -20.2% | -8.0% |
| 3M | -10.0% | +13.6% | -23.6% | -14.4% |
| 6M | +12.2% | +17.0% | -4.8% | +2.7% |
| YTD | +29.8% | +18.1% | +11.6% | +16.5% |
| 1Y | +24.6% | +10.5% | +14.2% | +16.4% |
| All | +144.6% | -21.1% | +165.7% | +151.7% |
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