-27.3%
DHR vs LII
+25.3%
-52.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.7% | -2.0% |
| 7D | -3.9% | -0.7% | -3.2% | -3.7% |
| 30D | +4.0% | -12.6% | +16.6% | +9.1% |
| 3M | +11.5% | -24.4% | +35.9% | +21.6% |
| 6M | +1.9% | -28.7% | +30.6% | +12.9% |
| YTD | -8.9% | -19.1% | +10.2% | -4.7% |
| 1Y | +5.1% | -29.7% | +34.8% | +16.2% |
| 3Y | -10.3% | +4.8% | -15.1% | -19.1% |
| All | -27.3% | +25.3% | -52.6% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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