+203.8%
DHR vs CAH
+294.8%
-91.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.6% | -5.1% | +1.5% | -2.5% |
| 30D | -2.7% | +0.2% | -2.9% | -2.8% |
| 3M | +10.9% | +6.3% | +4.6% | +9.4% |
| 6M | +3.0% | +9.4% | -6.4% | +0.8% |
| YTD | -12.2% | +15.0% | -27.2% | -15.3% |
| 1Y | +3.3% | +55.4% | -52.1% | -7.2% |
| 3Y | -8.2% | +173.8% | -182.0% | -28.4% |
| 5Y | -29.9% | +395.2% | -425.1% | -53.0% |
| All | +203.8% | +294.8% | -91.0% | +99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling