+1,048.9%
CAH vs ACWI
+344.2%
+704.7%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | -0.6% |
| 7D | +5.9% | -0.7% | +6.6% | +6.2% |
| 30D | +16.5% | -2.0% | +18.5% | +17.9% |
| 3M | +15.7% | -2.2% | +17.9% | +17.1% |
| 6M | +52.7% | +1.9% | +50.8% | +49.6% |
| YTD | +36.3% | +12.0% | +24.3% | +24.3% |
| 1Y | +36.7% | +12.5% | +24.2% | +24.2% |
| 3Y | +178.2% | +75.4% | +102.8% | +80.0% |
| 5Y | +515.8% | +61.5% | +454.3% | +317.2% |
| 10Y | +411.8% | +227.1% | +184.7% | +106.6% |
| All | +1,048.9% | +344.2% | +704.7% | +241.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling