+35.0%
CAH vs DHI
+9.6%
+25.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.1% | -4.5% | +2.9% |
| 7D | +7.0% | +9.8% | -2.8% | +6.3% |
| 30D | +12.4% | +17.8% | -5.5% | +11.2% |
| 3M | +12.2% | +4.7% | +7.4% | +11.5% |
| 6M | +33.2% | +10.0% | +23.2% | +32.8% |
| YTD | +28.4% | +10.0% | +18.4% | +28.3% |
| 1Y | +35.0% | +9.1% | +25.9% | +35.2% |
| All | +35.0% | +9.6% | +25.4% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling