+30.7%
HD vs CDE
+563.3%
-532.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.4% | +0.3% |
| 7D | +1.5% | -9.6% | +11.2% | +2.3% |
| 30D | +18.0% | -6.7% | +24.7% | +18.4% |
| 3M | +2.8% | -24.2% | +27.0% | +4.6% |
| 6M | +17.0% | -29.1% | +46.1% | +19.1% |
| YTD | +3.5% | -21.5% | +25.0% | +3.9% |
| 1Y | -2.6% | -7.4% | +4.8% | -3.4% |
| 3Y | +30.7% | +596.3% | -565.6% | +3.5% |
| All | +30.7% | +563.3% | -532.6% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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