+921.2%
CAH vs ACWI
+356.8%
+564.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +5.4% | +0.5% | +4.9% | +5.0% |
| 30D | +3.3% | +0.9% | +2.5% | +2.7% |
| 3M | +22.8% | +2.4% | +20.4% | +20.3% |
| 6M | +11.3% | +12.4% | -1.1% | +1.8% |
| YTD | +21.1% | +15.2% | +6.0% | +8.7% |
| 1Y | +67.2% | +22.7% | +44.5% | +43.0% |
| 3Y | +195.6% | +75.8% | +119.8% | +91.7% |
| 5Y | +413.8% | +67.7% | +346.1% | +239.9% |
| 10Y | +309.6% | +229.0% | +80.6% | +65.3% |
| All | +921.2% | +356.8% | +564.4% | +198.9% |
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