+67.2%
CAH vs NVD
-61.9%
+129.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | +5.4% | -11.1% | +16.5% | +5.6% |
| 30D | +3.3% | -13.3% | +16.6% | +3.6% |
| 3M | +22.8% | -19.8% | +42.6% | +23.2% |
| 6M | +11.3% | -48.8% | +60.1% | +12.1% |
| YTD | +21.1% | -49.7% | +70.8% | +22.0% |
| 1Y | +67.2% | -61.4% | +128.6% | +68.8% |
| All | +67.2% | -61.9% | +129.1% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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