+296.4%
CAH vs DAR
+383.2%
-86.8%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | -2.2% | -0.2% | -2.1% | -2.2% |
| 30D | +1.2% | +7.4% | -6.3% | -0.3% |
| 3M | +13.1% | +15.7% | -2.6% | +9.5% |
| 6M | +8.5% | +30.0% | -21.6% | +2.4% |
| YTD | +17.6% | +87.5% | -69.9% | +3.1% |
| 1Y | +60.7% | +113.4% | -52.7% | +36.3% |
| 3Y | +183.2% | +15.3% | +167.9% | +166.7% |
| 5Y | +402.2% | -4.3% | +406.5% | +373.6% |
| All | +296.4% | +383.2% | -86.8% | +101.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling