+289.9%
CAH vs DRI
+348.7%
-58.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | -5.1% | -4.8% | -0.2% | -4.0% |
| 30D | -1.8% | -5.2% | +3.4% | -0.7% |
| 3M | +9.4% | +2.7% | +6.6% | +8.5% |
| 6M | +9.2% | +3.6% | +5.6% | +8.0% |
| YTD | +15.7% | +15.4% | +0.3% | +11.4% |
| 1Y | +59.7% | +1.3% | +58.5% | +58.0% |
| 3Y | +178.5% | +53.1% | +125.4% | +147.0% |
| 5Y | +398.3% | +64.6% | +333.7% | +327.6% |
| All | +289.9% | +348.7% | -58.9% | +168.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DRI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling