+245.2%
DHR vs LIN
+418.8%
-173.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.8% |
| 7D | +0.2% | +0.3% | -0.2% | 0.0% |
| 30D | +6.4% | +8.0% | -1.7% | +2.1% |
| 3M | +13.6% | +7.7% | +5.9% | +9.2% |
| 6M | +41.9% | +5.1% | +36.8% | +37.8% |
| YTD | +3.4% | +24.7% | -21.3% | -8.7% |
| 1Y | +9.9% | +25.1% | -15.2% | -3.3% |
| 3Y | +21.6% | +36.8% | -15.3% | +1.4% |
| 5Y | -10.6% | +67.9% | -78.4% | -34.0% |
| 10Y | +245.2% | +427.2% | -182.0% | +51.4% |
| All | +245.2% | +418.8% | -173.6% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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