+82.7%
HL vs CDW
-13.4%
+96.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.0% |
| 7D | -5.6% | -7.4% | +1.7% | -6.0% |
| 30D | +12.7% | +5.8% | +6.9% | +13.2% |
| 3M | +42.5% | +10.8% | +31.7% | +42.9% |
| 6M | -9.0% | +21.5% | -30.5% | -10.7% |
| YTD | +4.4% | +6.4% | -2.0% | +8.6% |
| 1Y | +82.7% | -14.8% | +97.5% | +99.9% |
| All | +82.7% | -13.4% | +96.0% | +99.9% |
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