+289.9%
CAH vs DAR
+375.1%
-85.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.3% |
| 7D | -5.1% | +0.9% | -6.0% | -5.2% |
| 30D | -1.8% | +6.4% | -8.2% | -3.1% |
| 3M | +9.4% | +13.2% | -3.9% | +6.3% |
| 6M | +9.2% | +26.2% | -16.9% | +3.7% |
| YTD | +15.7% | +84.4% | -68.7% | +1.7% |
| 1Y | +59.7% | +112.0% | -52.3% | +35.6% |
| 3Y | +178.5% | +13.4% | +165.1% | +163.1% |
| 5Y | +398.3% | -6.0% | +404.3% | +371.5% |
| All | +289.9% | +375.1% | -85.2% | +98.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling