+790.9%
NOW vs CAH
+295.7%
+495.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -4.1% | -2.2% | -1.9% | -3.6% |
| 30D | +2.9% | +1.2% | +1.7% | +2.6% |
| 3M | +22.6% | +13.1% | +9.5% | +19.5% |
| 6M | +7.5% | +8.5% | -0.9% | +5.4% |
| YTD | -14.4% | +17.6% | -32.0% | -18.2% |
| 1Y | -29.8% | +60.7% | -90.4% | -38.1% |
| 3Y | +9.2% | +183.2% | -173.9% | -16.3% |
| 5Y | +0.8% | +402.2% | -401.4% | -34.0% |
| 10Y | +790.9% | +302.3% | +488.6% | +473.4% |
| All | +790.9% | +295.7% | +495.2% | +473.4% |
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