+8,425.6%
PWR vs CAH
+1,385.4%
+7,040.2%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | +2.7% | -2.2% | +4.9% | +3.4% |
| 30D | -5.1% | +1.2% | -6.3% | -5.6% |
| 3M | -9.4% | +13.1% | -22.5% | -13.6% |
| 6M | +10.4% | +8.5% | +1.9% | +6.3% |
| YTD | +48.6% | +17.6% | +31.0% | +38.9% |
| 1Y | +68.0% | +60.7% | +7.4% | +39.4% |
| 3Y | +204.7% | +183.2% | +21.6% | +101.7% |
| 5Y | +451.9% | +402.2% | +49.7% | +191.5% |
| 10Y | +2,425.3% | +302.3% | +2,123.0% | +1,238.8% |
| All | +8,425.6% | +1,385.4% | +7,040.2% | +2,771.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling