+506.3%
NOW vs CAH
+422.4%
+83.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.2% |
| 7D | -8.7% | +9.4% | -18.2% | -10.4% |
| 30D | -29.3% | +16.5% | -45.8% | -31.6% |
| 3M | -21.8% | +17.0% | -38.8% | -24.5% |
| 6M | +9.2% | +51.4% | -42.1% | -0.1% |
| YTD | -35.0% | +36.0% | -70.9% | -39.8% |
| 1Y | -42.5% | +36.0% | -78.5% | -46.8% |
| 3Y | -21.5% | +177.5% | -199.0% | -39.6% |
| 5Y | -25.8% | +509.2% | -534.9% | -53.9% |
| 10Y | +506.3% | +408.1% | +98.2% | +246.5% |
| All | +506.3% | +422.4% | +83.9% | +246.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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