+127.9%
CHD vs DAR
+383.2%
-255.4%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | -4.2% | -0.2% | -4.0% | -4.2% |
| 30D | -7.6% | +7.4% | -15.0% | -7.9% |
| 3M | -1.6% | +15.7% | -17.3% | -2.4% |
| 6M | -6.3% | +30.0% | -36.3% | -7.8% |
| YTD | +14.6% | +87.5% | -72.9% | +10.4% |
| 1Y | +1.6% | +113.4% | -111.8% | -3.0% |
| 3Y | +3.1% | +15.3% | -12.2% | +1.7% |
| 5Y | +21.1% | -4.3% | +25.4% | +19.6% |
| All | +127.9% | +383.2% | -255.4% | +75.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling