+1,516.2%
HWM vs CDW
+329.6%
+1,186.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.6% | -0.1% |
| 7D | -1.8% | +13.1% | -14.8% | -8.0% |
| 30D | -2.7% | +19.1% | -21.8% | -11.8% |
| 3M | -22.7% | +24.7% | -47.5% | -32.3% |
| 6M | -18.9% | +63.4% | -82.3% | -40.8% |
| YTD | +7.1% | +26.3% | -19.2% | -13.8% |
| 1Y | +4.7% | +20.6% | -15.9% | -13.5% |
| 3Y | +345.6% | -16.3% | +361.9% | +341.8% |
| 5Y | +588.3% | -3.9% | +592.2% | +500.6% |
| 10Y | +1,516.2% | +331.5% | +1,184.7% | +547.6% |
| All | +1,516.2% | +329.6% | +1,186.6% | +547.6% |
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