+394.0%
CAH vs GPN
-44.5%
+438.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.1% | -4.3% | -0.8% | -4.7% |
| 30D | +0.2% | 0.0% | +0.2% | +0.1% |
| 3M | +6.3% | +35.8% | -29.5% | +2.5% |
| 6M | +9.4% | +22.0% | -12.6% | +6.5% |
| YTD | +15.0% | +15.2% | -0.3% | +12.4% |
| 1Y | +55.4% | +3.5% | +52.0% | +54.0% |
| 3Y | +173.8% | -26.9% | +200.8% | +182.1% |
| All | +394.0% | -44.5% | +438.5% | +428.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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