+179.6%
CAH vs ACWI
+74.6%
+105.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.1% |
| 7D | +3.5% | +2.4% | +1.0% | +3.0% |
| 30D | +13.5% | -1.7% | +15.1% | +13.8% |
| 3M | +21.8% | -3.9% | +25.8% | +22.7% |
| 6M | +51.5% | +0.8% | +50.7% | +50.8% |
| YTD | +38.1% | +11.0% | +27.0% | +33.7% |
| 1Y | +37.7% | +13.1% | +24.6% | +32.6% |
| 3Y | +179.6% | +73.9% | +105.7% | +163.4% |
| All | +179.6% | +74.6% | +105.0% | +163.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 3y: compounded portfolio wealth divided by compounded ACWI 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…
3y analysis · Full analysis span regression · 6 months rolling