+494.0%
TEAM vs CAH
+297.3%
+196.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.2% |
| 7D | -7.8% | -5.1% | -2.7% | -7.3% |
| 30D | +16.5% | -1.8% | +18.3% | +16.7% |
| 3M | +96.2% | +9.4% | +86.8% | +94.3% |
| 6M | +130.2% | +9.2% | +120.9% | +127.7% |
| YTD | +10.7% | +15.7% | -4.9% | +8.5% |
| 1Y | +3.0% | +59.7% | -56.7% | -3.7% |
| 3Y | -13.1% | +178.5% | -191.5% | -24.1% |
| 5Y | -52.7% | +398.3% | -451.0% | -62.5% |
| All | +494.0% | +297.3% | +196.7% | +371.9% |
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