+180.2%
CAH vs BEN
+53.1%
+127.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | -0.2% |
| 7D | -2.2% | +3.4% | -5.6% | -2.3% |
| 30D | +1.2% | +1.8% | -0.6% | +1.1% |
| 3M | +13.1% | +8.4% | +4.7% | +12.8% |
| 6M | +8.5% | +35.6% | -27.2% | +7.7% |
| YTD | +17.6% | +46.4% | -28.7% | +16.3% |
| 1Y | +60.7% | +46.3% | +14.3% | +58.9% |
| All | +180.2% | +53.1% | +127.1% | +170.8% |
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