+5,271.7%
CAH vs DAR
+1,499.7%
+3,772.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +1.0% |
| 7D | +3.5% | +11.6% | -8.1% | +2.9% |
| 30D | +13.5% | -10.2% | +23.7% | +14.0% |
| 3M | +21.8% | -14.8% | +36.7% | +22.7% |
| 6M | +51.5% | -10.1% | +61.6% | +52.0% |
| YTD | +38.1% | +55.5% | -17.4% | +34.5% |
| 1Y | +37.7% | +61.7% | -24.0% | +33.9% |
| 3Y | +179.6% | +37.2% | +142.4% | +171.5% |
| 5Y | +504.9% | -26.9% | +531.9% | +503.1% |
| 10Y | +418.6% | +314.4% | +104.1% | +373.5% |
| All | +5,271.7% | +1,499.7% | +3,772.0% | +4,774.8% |
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 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