+17.4%
HAL vs CDW
+16.9%
+0.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.8% | -4.7% | -0.1% |
| 7D | -7.9% | +9.3% | -17.2% | -8.2% |
| 30D | -2.1% | +15.8% | -17.8% | -2.9% |
| 3M | +0.4% | +21.8% | -21.4% | -0.8% |
| 6M | -19.2% | +58.8% | -78.0% | -22.1% |
| YTD | +14.4% | +22.8% | -8.4% | +13.6% |
| All | +17.4% | +16.9% | +0.5% | +17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling