+188.3%
CHD vs DAR
+307.1%
-118.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.3% |
| 7D | +0.4% | +9.2% | -8.8% | 0.0% |
| 30D | +11.6% | -12.3% | +23.9% | +12.1% |
| 3M | +10.7% | -12.7% | +23.4% | +11.2% |
| 6M | +20.2% | -12.8% | +33.0% | +20.7% |
| YTD | +34.5% | +53.8% | -19.3% | +30.8% |
| 1Y | +32.6% | +60.3% | -27.7% | +28.6% |
| 3Y | +29.1% | +31.7% | -2.6% | +25.3% |
| 5Y | +31.5% | -27.7% | +59.3% | +32.1% |
| All | +188.3% | +307.1% | -118.7% | +127.7% |
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