+173.8%
CAH vs NVD
-99.1%
+272.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -5.1% | +10.8% | -15.9% | -5.0% |
| 30D | +0.2% | +0.8% | -0.6% | +0.2% |
| 3M | +6.3% | -20.8% | +27.1% | +6.2% |
| 6M | +9.4% | -41.2% | +50.5% | +9.1% |
| YTD | +15.0% | -44.2% | +59.2% | +14.6% |
| 1Y | +55.4% | -54.2% | +109.6% | +54.6% |
| 3Y | +173.8% | -99.1% | +273.0% | +158.4% |
| All | +173.8% | -99.1% | +272.9% | +158.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling