+5,189.3%
CAH vs DAR
+1,373.4%
+3,815.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.0% |
| 7D | +9.4% | -3.8% | +13.3% | +9.6% |
| 30D | +16.5% | -14.4% | +30.9% | +17.4% |
| 3M | +17.0% | -17.9% | +34.9% | +18.0% |
| 6M | +51.4% | -18.3% | +69.7% | +52.7% |
| YTD | +36.0% | +43.2% | -7.3% | +33.0% |
| 1Y | +36.0% | +57.7% | -21.7% | +32.4% |
| 3Y | +177.5% | +22.7% | +154.8% | +171.0% |
| 5Y | +509.2% | -34.0% | +543.2% | +510.5% |
| 10Y | +408.1% | +279.5% | +128.6% | +366.1% |
| All | +5,189.3% | +1,373.4% | +3,815.9% | +4,720.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling