+2.3%
CHD vs DAR
+110.4%
-108.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -1.4% |
| 7D | -4.7% | +0.9% | -5.7% | -4.6% |
| 30D | -8.3% | +6.4% | -14.8% | -7.9% |
| 3M | -4.0% | +13.2% | -17.3% | -3.2% |
| 6M | -6.5% | +26.2% | -32.7% | -6.3% |
| YTD | +13.1% | +84.4% | -71.3% | +11.5% |
| 1Y | +2.3% | +112.0% | -109.7% | +0.2% |
| All | +2.3% | +110.4% | -108.0% | +0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling