+296.4%
CAH vs RVTY
+144.7%
+151.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | +0.2% |
| 7D | -2.2% | -5.4% | +3.2% | -1.3% |
| 30D | +1.2% | +6.7% | -5.6% | -0.1% |
| 3M | +13.1% | +19.0% | -5.9% | +9.3% |
| 6M | +8.5% | +34.6% | -26.2% | +1.9% |
| YTD | +17.6% | +28.3% | -10.6% | +11.1% |
| 1Y | +60.7% | +46.0% | +14.6% | +46.8% |
| 3Y | +183.2% | +16.9% | +166.3% | +162.9% |
| 5Y | +402.2% | -32.9% | +435.1% | +437.1% |
| All | +296.4% | +144.7% | +151.7% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling