+37.7%
CAH vs URA
-29.3%
+67.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.7% | +1.0% |
| 7D | +3.5% | -1.5% | +5.0% | +3.4% |
| 30D | +13.5% | -10.4% | +23.9% | +13.0% |
| 3M | +21.8% | -29.6% | +51.5% | +20.4% |
| 6M | +51.5% | -40.3% | +91.8% | +49.1% |
| YTD | +38.1% | -25.5% | +63.6% | +34.8% |
| 1Y | +37.7% | -26.4% | +64.1% | +34.3% |
| All | +37.7% | -29.3% | +67.0% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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