+12.9%
HAS vs CDW
-19.1%
+32.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -1.8% | +3.2% | -5.0% | -2.8% |
| 30D | +2.3% | +9.3% | -7.0% | -0.8% |
| 3M | +10.4% | +9.8% | +0.6% | +6.1% |
| 6M | -3.2% | +23.3% | -26.6% | -13.2% |
| YTD | +15.4% | +13.7% | +1.8% | +6.7% |
| 1Y | +18.8% | -6.5% | +25.3% | +19.2% |
| 3Y | +43.9% | -25.2% | +69.2% | +54.2% |
| All | +12.9% | -19.1% | +32.1% | +12.6% |
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