+35.0%
CAH vs WU
-18.0%
+53.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.4% | -1.9% | +3.5% |
| 7D | +7.0% | +8.2% | -1.2% | +7.0% |
| 30D | +12.4% | +8.0% | +4.3% | +12.4% |
| 3M | +12.2% | -6.6% | +18.8% | +11.4% |
| 6M | +33.2% | -23.3% | +56.5% | +30.5% |
| YTD | +28.4% | -22.4% | +50.8% | +26.2% |
| 1Y | +35.0% | -18.0% | +53.0% | +33.6% |
| All | +35.0% | -18.0% | +53.0% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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