+287.5%
CAH vs WWD
+498.2%
-210.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | -5.1% | -2.6% | -2.5% | -4.4% |
| 30D | +0.2% | -6.9% | +7.1% | +2.1% |
| 3M | +6.3% | -13.0% | +19.3% | +9.9% |
| 6M | +9.4% | -12.5% | +21.8% | +12.2% |
| YTD | +15.0% | +11.8% | +3.1% | +9.8% |
| 1Y | +55.4% | +41.1% | +14.4% | +38.2% |
| 3Y | +173.8% | +163.1% | +10.8% | +96.7% |
| 5Y | +395.2% | +187.6% | +207.6% | +237.2% |
| All | +287.5% | +498.2% | -210.8% | +91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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