-2.5%
HAL vs CDW
-25.3%
+22.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +2.9% | +3.2% | -0.2% | +2.0% |
| 30D | +17.0% | +9.3% | +7.8% | +14.0% |
| 3M | -9.7% | +9.8% | -19.4% | -12.6% |
| 6M | +8.6% | +23.3% | -14.7% | -0.6% |
| YTD | +33.0% | +13.7% | +19.3% | +25.2% |
| 1Y | +68.3% | -6.5% | +74.8% | +72.7% |
| All | -2.5% | -25.3% | +22.9% | +0.9% |
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 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