+298.9%
CDW vs HRB
+221.6%
+77.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.3% |
| 7D | +9.3% | -5.1% | +14.4% | +10.9% |
| 30D | +14.4% | +8.7% | +5.7% | +11.6% |
| 3M | +21.4% | -5.4% | +26.8% | +22.9% |
| 6M | +72.8% | +41.6% | +31.2% | +55.6% |
| YTD | +28.0% | +18.7% | +9.4% | +19.7% |
| 1Y | +19.3% | +16.4% | +2.9% | +12.0% |
| 3Y | -15.3% | +22.0% | -37.3% | -23.6% |
| 5Y | -3.8% | +141.2% | -145.0% | -31.1% |
| All | +298.9% | +221.6% | +77.3% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling