+289.9%
CAH vs A
+247.2%
+42.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.3% |
| 7D | -5.1% | -4.6% | -0.5% | -3.8% |
| 30D | -1.8% | -4.3% | +2.5% | -0.7% |
| 3M | +9.4% | +8.9% | +0.4% | +6.4% |
| 6M | +9.2% | +24.5% | -15.3% | +1.4% |
| YTD | +15.7% | +5.8% | +9.9% | +12.5% |
| 1Y | +59.7% | +16.2% | +43.5% | +50.2% |
| 3Y | +178.5% | +28.5% | +150.0% | +143.2% |
| 5Y | +398.3% | -16.3% | +414.6% | +406.0% |
| All | +289.9% | +247.2% | +42.7% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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