+17,377.4%
CAH vs GEN
+8,765.9%
+8,611.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.3% | +0.8% |
| 7D | +3.5% | +2.0% | +1.4% | +3.2% |
| 30D | +13.5% | +27.7% | -14.3% | +10.8% |
| 3M | +21.8% | +3.3% | +18.6% | +21.1% |
| 6M | +51.5% | +31.8% | +19.7% | +46.9% |
| YTD | +38.1% | +13.5% | +24.6% | +35.3% |
| 1Y | +37.7% | +16.0% | +21.7% | +34.6% |
| 3Y | +179.6% | +70.6% | +109.0% | +162.0% |
| 5Y | +504.9% | +32.1% | +472.8% | +476.0% |
| 10Y | +418.6% | +153.4% | +265.1% | +356.5% |
| All | +17,377.4% | +8,765.9% | +8,611.5% | +10,300.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling