-5.6%
DHR vs CAVA
+33.0%
-38.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.5% |
| 7D | -3.6% | -8.0% | +4.4% | -2.9% |
| 30D | -2.7% | -19.6% | +16.8% | -0.8% |
| 3M | +10.9% | -36.7% | +47.6% | +15.3% |
| 6M | +3.0% | -30.6% | +33.6% | +5.9% |
| YTD | -12.2% | -4.8% | -7.4% | -12.6% |
| 1Y | +3.3% | -13.1% | +16.4% | +3.4% |
| 3Y | -8.2% | +48.8% | -57.0% | -13.7% |
| All | -5.6% | +33.0% | -38.6% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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