+442.0%
CAH vs DOC
+15.7%
+426.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +8.5% | +6.5% | +2.0% | +6.8% |
| 30D | +17.0% | +9.2% | +7.9% | +14.5% |
| 3M | +14.6% | -2.5% | +17.1% | +15.1% |
| 6M | +42.5% | +7.1% | +35.5% | +39.8% |
| YTD | +33.5% | +33.0% | +0.5% | +22.9% |
| 1Y | +38.5% | +23.3% | +15.3% | +30.1% |
| 3Y | +179.0% | +44.9% | +134.1% | +144.8% |
| 5Y | +507.2% | -21.6% | +528.8% | +536.8% |
| All | +442.0% | +15.7% | +426.3% | +389.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling