+402.2%
CAH vs GEN
+20.0%
+382.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -2.2% | -2.9% | +0.7% | -1.9% |
| 30D | +1.2% | +2.1% | -0.9% | +0.9% |
| 3M | +13.1% | +19.7% | -6.6% | +10.5% |
| 6M | +8.5% | +33.3% | -24.8% | +4.3% |
| YTD | +17.6% | +11.1% | +6.5% | +16.1% |
| 1Y | +60.7% | +3.0% | +57.7% | +60.5% |
| 3Y | +183.2% | +57.9% | +125.3% | +161.0% |
| 5Y | +402.2% | +20.6% | +381.6% | +380.5% |
| All | +402.2% | +20.0% | +382.2% | +380.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling