+17,377.4%
CAH vs BEN
+5,152.6%
+12,224.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +0.9% |
| 7D | +3.5% | +6.8% | -3.3% | +1.6% |
| 30D | +13.5% | +18.0% | -4.5% | +8.4% |
| 3M | +21.8% | +7.5% | +14.4% | +19.2% |
| 6M | +51.5% | +14.7% | +36.8% | +45.4% |
| YTD | +38.1% | +56.1% | -18.0% | +21.1% |
| 1Y | +37.7% | +69.6% | -31.9% | +18.0% |
| 3Y | +179.6% | +87.7% | +91.9% | +125.6% |
| 5Y | +504.9% | +28.6% | +476.3% | +429.3% |
| 10Y | +418.6% | +59.8% | +358.8% | +308.9% |
| All | +17,377.4% | +5,152.6% | +12,224.8% | +5,069.7% |
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