+35.0%
CAH vs DAR
+63.3%
-28.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.5% | +6.0% | +3.4% |
| 7D | +7.0% | -5.7% | +12.7% | +6.7% |
| 30D | +12.4% | -16.6% | +28.9% | +11.2% |
| 3M | +12.2% | -13.1% | +25.2% | +11.4% |
| 6M | +33.2% | -18.8% | +52.0% | +32.5% |
| YTD | +28.4% | +45.3% | -16.9% | +27.3% |
| 1Y | +35.0% | +60.6% | -25.6% | +32.9% |
| All | +35.0% | +63.3% | -28.2% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 1y: compounded portfolio wealth divided by compounded DAR 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…
1y analysis · Full analysis span regression · 6 months rolling