+35.0%
CAH vs IBN
+4.2%
+30.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.8% | -0.2% | +2.4% |
| 7D | +7.0% | +8.9% | -1.9% | +4.3% |
| 30D | +12.4% | +12.6% | -0.3% | +8.5% |
| 3M | +12.2% | +3.1% | +9.1% | +10.9% |
| 6M | +33.2% | +20.6% | +12.6% | +26.7% |
| YTD | +28.4% | +5.8% | +22.6% | +23.6% |
| 1Y | +35.0% | +3.7% | +31.4% | +30.8% |
| All | +35.0% | +4.2% | +30.8% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling