+59.7%
CAH vs ALL
+28.8%
+30.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -5.1% | -4.3% | -0.8% | -4.0% |
| 30D | -1.8% | -3.6% | +1.8% | -0.8% |
| 3M | +9.4% | +13.2% | -3.9% | +5.9% |
| 6M | +9.2% | +22.5% | -13.2% | +3.9% |
| YTD | +15.7% | +22.7% | -7.1% | +10.2% |
| 1Y | +59.7% | +28.3% | +31.4% | +45.9% |
| All | +59.7% | +28.8% | +30.9% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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