-1.3%
HON vs CDW
-13.5%
+12.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.5% |
| 7D | -0.6% | -4.2% | +3.7% | -0.4% |
| 30D | -15.4% | +4.9% | -20.2% | -15.5% |
| 3M | -9.1% | +7.3% | -16.4% | -9.4% |
| 6M | -17.1% | +19.2% | -36.2% | -20.1% |
| YTD | +1.5% | +6.2% | -4.7% | +0.3% |
| 1Y | -1.3% | -14.0% | +12.7% | -0.4% |
| All | -1.3% | -13.5% | +12.2% | -0.4% |
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