+3,955.1%
DHR vs LII
+2,796.3%
+1,158.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.2% | -0.1% | +1.5% |
| 7D | +3.1% | -1.2% | +4.3% | +3.5% |
| 30D | +7.0% | -2.0% | +8.9% | +7.2% |
| 3M | +15.0% | -20.2% | +35.3% | +22.2% |
| 6M | +37.9% | -32.5% | +70.4% | +52.2% |
| YTD | +3.3% | -27.4% | +30.7% | +10.8% |
| 1Y | +12.8% | -28.2% | +41.0% | +21.2% |
| 3Y | +22.4% | -7.2% | +29.6% | +20.3% |
| 5Y | -9.1% | +19.9% | -29.0% | -18.4% |
| 10Y | +247.9% | +168.6% | +79.3% | +141.5% |
| All | +3,955.1% | +2,796.3% | +1,158.8% | +1,316.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling