+3.9%
CHD vs DAR
+8.9%
-5.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.9% | -5.0% | -2.0% |
| 7D | -2.9% | -0.9% | -2.0% | -2.9% |
| 30D | -6.2% | +13.0% | -19.2% | -6.0% |
| 3M | +1.6% | +15.0% | -13.4% | +1.9% |
| 6M | -3.5% | +26.8% | -30.4% | -3.3% |
| YTD | +16.2% | +86.4% | -70.2% | +16.4% |
| 1Y | +3.4% | +115.1% | -111.7% | +3.6% |
| All | +3.9% | +8.9% | -5.0% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling