+15,232.8%
CAH vs BEN
+4,913.3%
+10,319.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.5% | -4.1% | -1.5% |
| 7D | +5.4% | +0.2% | +5.2% | +5.3% |
| 30D | +3.3% | -0.5% | +3.9% | +3.4% |
| 3M | +22.8% | +9.7% | +13.1% | +19.5% |
| 6M | +11.3% | +33.9% | -22.6% | +2.2% |
| YTD | +21.1% | +49.0% | -27.8% | +7.8% |
| 1Y | +67.2% | +42.1% | +25.1% | +50.2% |
| 3Y | +195.6% | +51.9% | +143.8% | +152.9% |
| 5Y | +413.8% | +39.0% | +374.8% | +338.5% |
| 10Y | +309.6% | +57.9% | +251.7% | +224.1% |
| All | +15,232.8% | +4,913.3% | +10,319.5% | +4,501.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling