+7.4%
DASH vs CAH
+414.2%
-406.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.1% | -4.5% |
| 7D | -10.6% | +5.4% | -15.9% | -11.2% |
| 30D | +2.2% | +3.3% | -1.2% | +1.7% |
| 3M | +32.3% | +22.8% | +9.5% | +28.7% |
| 6M | +19.1% | +11.3% | +7.9% | +17.2% |
| YTD | -6.5% | +21.1% | -27.7% | -9.2% |
| 1Y | -14.9% | +67.2% | -82.1% | -22.3% |
| 3Y | +151.9% | +195.6% | -43.7% | +96.9% |
| All | +7.4% | +414.2% | -406.8% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 5y: compounded portfolio wealth divided by compounded CAH 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…
5y analysis · Full analysis span regression · 6 months rolling