+360.5%
BE vs CAH
+65.8%
+294.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.6% | +7.9% | +7.2% |
| 7D | +20.0% | +5.4% | +14.6% | +21.2% |
| 30D | +7.9% | +3.3% | +4.6% | +8.5% |
| 3M | -13.2% | +22.8% | -36.0% | -10.6% |
| 6M | +53.5% | +11.3% | +42.2% | +53.6% |
| YTD | +191.0% | +21.1% | +169.9% | +207.9% |
| 1Y | +360.5% | +67.2% | +293.3% | +523.0% |
| All | +360.5% | +65.8% | +294.7% | +523.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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