+406.7%
CAH vs BEN
+38.1%
+368.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -2.2% | +3.4% | -5.6% | -2.6% |
| 30D | +1.2% | +1.8% | -0.6% | +0.9% |
| 3M | +13.1% | +8.4% | +4.7% | +11.9% |
| 6M | +8.5% | +35.6% | -27.2% | +4.3% |
| YTD | +17.6% | +46.4% | -28.7% | +11.6% |
| 1Y | +60.7% | +46.3% | +14.3% | +52.3% |
| 3Y | +183.2% | +54.6% | +128.5% | +160.8% |
| All | +406.7% | +38.1% | +368.5% | +368.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling