+211.6%
HAS vs CDW
-18.4%
+229.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.8% | -3.2% | +0.6% |
| 7D | +2.2% | +9.3% | -7.1% | 0.0% |
| 30D | +29.6% | +15.8% | +13.8% | +25.2% |
| 3M | +30.3% | +21.8% | +8.5% | +24.1% |
| 6M | +25.6% | +58.8% | -33.2% | +10.5% |
| YTD | +50.8% | +22.8% | +28.0% | +39.9% |
| 1Y | +63.0% | +17.9% | +45.1% | +53.7% |
| 3Y | +211.6% | -17.4% | +229.0% | +187.1% |
| All | +211.6% | -18.4% | +229.9% | +187.1% |
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