+61.3%
HDB vs CDW
+325.6%
-264.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.8% | -2.2% | +1.4% |
| 7D | +13.7% | +9.3% | +4.4% | +10.9% |
| 30D | +15.8% | +15.8% | +0.1% | +11.0% |
| 3M | +9.2% | +21.8% | -12.6% | +2.8% |
| 6M | +3.2% | +58.8% | -55.6% | -10.6% |
| YTD | -29.4% | +22.8% | -52.1% | -35.3% |
| 1Y | -27.9% | +17.9% | -45.8% | -33.3% |
| 3Y | -5.9% | -17.4% | +11.5% | -5.5% |
| 5Y | -23.5% | -5.7% | -17.8% | -28.3% |
| 10Y | +61.3% | +319.5% | -258.2% | +15.6% |
| All | +61.3% | +325.6% | -264.3% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling