+105.3%
HAL vs CDW
-19.1%
+124.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +2.9% | +3.2% | -0.2% | +1.8% |
| 30D | +17.0% | +9.3% | +7.8% | +13.2% |
| 3M | -9.7% | +9.8% | -19.4% | -13.4% |
| 6M | +8.6% | +23.3% | -14.7% | -2.6% |
| YTD | +33.0% | +13.7% | +19.3% | +22.9% |
| 1Y | +68.3% | -6.5% | +74.8% | +69.5% |
| 3Y | +0.1% | -25.2% | +25.3% | +7.0% |
| All | +105.3% | -19.1% | +124.4% | +118.0% |
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