+179.6%
CAH vs NDAQ
+117.7%
+61.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +3.5% | +1.3% | +2.2% | +3.2% |
| 30D | +13.5% | +18.0% | -4.5% | +10.3% |
| 3M | +21.8% | +11.5% | +10.3% | +19.5% |
| 6M | +51.5% | +21.1% | +30.4% | +46.2% |
| YTD | +38.1% | +12.8% | +25.3% | +35.3% |
| 1Y | +37.7% | +25.7% | +12.0% | +30.9% |
| 3Y | +179.6% | +116.8% | +62.8% | +141.9% |
| All | +179.6% | +117.7% | +61.9% | +141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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