+20.6%
CDW vs HBM
+31.9%
-11.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.7% | +6.6% | +2.8% |
| 7D | +13.1% | +2.4% | +10.7% | +13.1% |
| 30D | +19.1% | -16.0% | +35.1% | +17.8% |
| 3M | +24.7% | -21.3% | +46.1% | +23.1% |
| 6M | +63.4% | -12.2% | +75.6% | +65.5% |
| YTD | +26.3% | +10.7% | +15.6% | +25.4% |
| 1Y | +20.6% | +30.3% | -9.7% | +15.0% |
| All | +20.6% | +31.9% | -11.3% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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