+266.1%
CDW vs HRB
+213.0%
+53.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.5% | +1.3% | -3.4% |
| 7D | -3.9% | -9.1% | +5.2% | -1.3% |
| 30D | +6.9% | +0.3% | +6.6% | +6.3% |
| 3M | +7.7% | +23.4% | -15.7% | +0.9% |
| 6M | +18.3% | +45.1% | -26.8% | +5.1% |
| YTD | +7.8% | +8.9% | -1.1% | +3.3% |
| 1Y | -12.2% | -7.9% | -4.3% | -12.0% |
| 3Y | -28.9% | +27.9% | -56.9% | -37.0% |
| 5Y | -22.8% | +108.3% | -131.1% | -42.4% |
| 10Y | +266.1% | +208.4% | +57.6% | +122.4% |
| All | +266.1% | +213.0% | +53.1% | +122.4% |
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