+357.5%
GH vs CDW
-25.0%
+382.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.4% |
| 7D | -0.1% | +3.2% | -3.2% | -0.7% |
| 30D | -1.1% | +9.3% | -10.4% | -3.0% |
| 3M | +21.3% | +9.8% | +11.5% | +18.0% |
| 6M | +73.5% | +23.3% | +50.2% | +60.6% |
| YTD | +58.0% | +13.7% | +44.4% | +49.6% |
| 1Y | +163.1% | -6.5% | +169.5% | +167.0% |
| All | +357.5% | -25.0% | +382.6% | +348.7% |
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