+14,263.2%
DE vs CAH
+14,635.5%
-372.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -3.0% | -2.2% | -0.8% | -2.4% |
| 30D | +11.1% | +1.2% | +10.0% | +10.7% |
| 3M | +17.6% | +13.1% | +4.5% | +13.5% |
| 6M | +13.6% | +8.5% | +5.1% | +10.6% |
| YTD | +46.3% | +17.6% | +28.6% | +38.8% |
| 1Y | +44.2% | +60.7% | -16.5% | +24.8% |
| 3Y | +76.6% | +183.2% | -106.6% | +28.8% |
| 5Y | +98.2% | +402.2% | -304.0% | +22.5% |
| 10Y | +863.5% | +302.3% | +561.2% | +501.5% |
| All | +14,263.2% | +14,635.5% | -372.3% | +4,203.6% |
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 1990-01-01 to 2026-09-09: 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling