+179.6%
CAH vs BEN
+86.4%
+93.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +1.1% |
| 7D | +3.5% | +6.8% | -3.3% | +3.2% |
| 30D | +13.5% | +18.0% | -4.5% | +12.9% |
| 3M | +21.8% | +7.5% | +14.4% | +21.5% |
| 6M | +51.5% | +14.7% | +36.8% | +50.8% |
| YTD | +38.1% | +56.1% | -18.0% | +36.4% |
| 1Y | +37.7% | +69.6% | -31.9% | +35.7% |
| 3Y | +179.6% | +87.7% | +91.9% | +176.5% |
| All | +179.6% | +86.4% | +93.3% | +176.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling