+2,044.1%
URI vs CDW
+942.7%
+1,101.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -6.1% | -1.0% | -3.5% |
| 7D | -12.9% | -4.1% | -8.8% | -11.7% |
| 30D | -3.4% | +16.7% | -20.2% | -13.2% |
| 3M | -10.0% | +13.6% | -23.6% | -19.5% |
| 6M | +12.2% | +17.0% | -4.8% | -7.5% |
| YTD | +29.8% | +18.1% | +11.6% | +4.6% |
| 1Y | +24.6% | +10.5% | +14.2% | +5.2% |
| 3Y | +137.6% | -20.9% | +158.5% | +146.3% |
| 5Y | +176.6% | -9.3% | +185.9% | +157.1% |
| 10Y | +1,402.6% | +310.6% | +1,092.0% | +441.9% |
| All | +2,044.1% | +942.7% | +1,101.4% | +486.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling