+56.7%
HST vs CDW
+19.9%
+36.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +3.6% | +9.3% | -5.8% | +2.8% |
| 30D | +11.2% | +14.4% | -3.1% | +10.2% |
| 3M | +13.1% | +21.4% | -8.3% | +11.7% |
| 6M | +23.9% | +72.8% | -48.9% | +18.3% |
| YTD | +52.3% | +28.0% | +24.3% | +48.7% |
| 1Y | +56.7% | +19.3% | +37.3% | +57.7% |
| All | +56.7% | +19.9% | +36.7% | +57.7% |
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