+401.3%
CAH vs DAR
-8.5%
+409.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.9% | -5.7% | -2.9% |
| 7D | +0.5% | -0.9% | +1.3% | +0.5% |
| 30D | +1.7% | +13.0% | -11.2% | +0.9% |
| 3M | +17.9% | +15.0% | +2.9% | +16.7% |
| 6M | +10.9% | +26.8% | -15.9% | +8.9% |
| YTD | +17.9% | +86.4% | -68.6% | +12.4% |
| 1Y | +61.7% | +115.1% | -53.4% | +52.0% |
| 3Y | +183.7% | +14.6% | +169.1% | +182.9% |
| 5Y | +401.3% | -8.8% | +410.1% | +397.6% |
| All | +401.3% | -8.5% | +409.8% | +397.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling