+65.2%
HAS vs CDW
+13.2%
+52.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +12.7% | -9.6% | +2.2% |
| 7D | +2.4% | +3.7% | -1.3% | +2.0% |
| 30D | +31.6% | +26.0% | +5.6% | +30.1% |
| 3M | +33.9% | +10.1% | +23.8% | +32.7% |
| 6M | +31.4% | +26.1% | +5.4% | +30.7% |
| YTD | +51.6% | +25.9% | +25.8% | +50.1% |
| 1Y | +65.2% | +21.5% | +43.6% | +66.7% |
| All | +65.2% | +13.2% | +52.0% | +66.7% |
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