+59.2%
HAL vs CDW
-4.0%
+63.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.3% |
| 7D | +6.1% | +9.3% | -3.2% | +3.3% |
| 30D | +2.9% | +14.4% | -11.5% | -1.9% |
| 3M | +3.3% | +21.4% | -18.1% | -4.0% |
| 6M | -16.9% | +72.8% | -89.7% | -33.6% |
| YTD | +21.2% | +28.0% | -6.8% | +7.0% |
| 1Y | +27.5% | +19.3% | +8.2% | +16.3% |
| 3Y | -6.4% | -15.3% | +8.9% | -4.6% |
| All | +59.2% | -4.0% | +63.1% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling