+17.9%
NOW vs CAH
+194.6%
-176.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -3.0% |
| 7D | -2.4% | +5.4% | -7.8% | -2.5% |
| 30D | +20.5% | +3.3% | +17.2% | +20.4% |
| 3M | +18.3% | +22.8% | -4.4% | +17.4% |
| 6M | +24.1% | +11.3% | +12.8% | +24.1% |
| YTD | -7.8% | +21.1% | -28.9% | -9.3% |
| 1Y | -21.4% | +67.2% | -88.6% | -29.0% |
| All | +17.9% | +194.6% | -176.7% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling