+180.2%
CAH vs RVTY
+16.6%
+163.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.3% | -0.2% |
| 7D | -2.2% | -5.4% | +3.2% | -2.2% |
| 30D | +1.2% | +6.7% | -5.6% | +1.1% |
| 3M | +13.1% | +19.0% | -5.9% | +12.9% |
| 6M | +8.5% | +34.6% | -26.2% | +8.3% |
| YTD | +17.6% | +28.3% | -10.6% | +17.4% |
| 1Y | +60.7% | +46.0% | +14.6% | +59.3% |
| All | +180.2% | +16.6% | +163.6% | +175.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling