+176.0%
CAH vs DAR
+29.4%
+146.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -4.8% | +0.3% |
| 7D | +5.9% | +3.6% | +2.3% | +6.0% |
| 30D | +16.5% | -11.3% | +27.8% | +16.4% |
| 3M | +15.7% | -13.1% | +28.9% | +15.6% |
| 6M | +52.7% | -15.1% | +67.8% | +52.6% |
| YTD | +36.3% | +50.5% | -14.2% | +36.0% |
| 1Y | +36.7% | +57.9% | -21.2% | +36.4% |
| All | +176.0% | +29.4% | +146.6% | +176.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling