+289.9%
CAH vs BAH
+207.1%
+82.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.8% | -6.5% | -2.7% |
| 7D | -5.1% | +2.4% | -7.5% | -5.6% |
| 30D | -1.8% | -2.9% | +1.2% | -1.2% |
| 3M | +9.4% | -1.3% | +10.7% | +9.1% |
| 6M | +9.2% | -0.9% | +10.1% | +8.4% |
| YTD | +15.7% | -8.2% | +23.9% | +15.5% |
| 1Y | +59.7% | -24.0% | +83.7% | +66.9% |
| 3Y | +178.5% | -28.1% | +206.6% | +179.0% |
| 5Y | +398.3% | +2.5% | +395.8% | +329.7% |
| All | +289.9% | +207.1% | +82.8% | +142.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BAH 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling