-3.1%
HAL vs CDW
+933.5%
-936.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.2% |
| 7D | -12.0% | +2.1% | -14.1% | -13.5% |
| 30D | +0.3% | +14.7% | -14.5% | -7.6% |
| 3M | -1.6% | +11.1% | -12.7% | -9.1% |
| 6M | -20.5% | +45.6% | -66.1% | -38.3% |
| YTD | +14.2% | +17.1% | -2.9% | -3.0% |
| 1Y | +18.9% | +13.2% | +5.7% | +2.7% |
| 3Y | -13.7% | -22.2% | +8.5% | -10.7% |
| 5Y | +42.2% | -10.1% | +52.3% | +29.9% |
| 10Y | -16.7% | +307.0% | -323.7% | -59.6% |
| All | -3.1% | +933.5% | -936.6% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling