+858.2%
CAH vs NDAQ
+2,327.9%
-1,469.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.2% |
| 7D | +5.4% | -2.4% | +7.8% | +5.9% |
| 30D | +3.3% | +2.5% | +0.9% | +2.8% |
| 3M | +22.8% | +9.9% | +12.9% | +20.1% |
| 6M | +11.3% | +9.4% | +1.8% | +8.7% |
| YTD | +21.1% | +0.4% | +20.7% | +20.1% |
| 1Y | +67.2% | +4.0% | +63.2% | +64.4% |
| 3Y | +195.6% | +94.4% | +101.2% | +153.7% |
| 5Y | +413.8% | +56.7% | +357.1% | +356.3% |
| 10Y | +309.6% | +375.3% | -65.7% | +192.8% |
| All | +858.2% | +2,327.9% | -1,469.7% | +410.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling