+287.5%
CAH vs BEN
+56.6%
+230.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.1% | -3.1% | -2.0% | -4.2% |
| 30D | +0.2% | +0.2% | 0.0% | +0.1% |
| 3M | +6.3% | +6.8% | -0.6% | +4.0% |
| 6M | +9.4% | +38.1% | -28.7% | -1.3% |
| YTD | +15.0% | +44.3% | -29.4% | +1.8% |
| 1Y | +55.4% | +42.6% | +12.9% | +37.7% |
| 3Y | +173.8% | +52.3% | +121.5% | +128.5% |
| 5Y | +395.2% | +37.6% | +357.6% | +312.5% |
| All | +287.5% | +56.6% | +230.8% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling