+180.2%
CAH vs GEN
+57.6%
+122.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.2% | -2.9% | +0.7% | -2.0% |
| 30D | +1.2% | +2.1% | -0.9% | +1.0% |
| 3M | +13.1% | +19.7% | -6.6% | +11.5% |
| 6M | +8.5% | +33.3% | -24.8% | +5.9% |
| YTD | +17.6% | +11.1% | +6.5% | +17.6% |
| 1Y | +60.7% | +3.0% | +57.7% | +62.4% |
| All | +180.2% | +57.6% | +122.5% | +163.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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