+249.6%
DHR vs LIN
+424.3%
-174.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +2.3% |
| 7D | -0.9% | +0.2% | -1.0% | -1.0% |
| 30D | +5.4% | +6.5% | -1.1% | +1.9% |
| 3M | +15.3% | +5.5% | +9.9% | +12.0% |
| 6M | +32.1% | +3.3% | +28.8% | +29.4% |
| YTD | +1.2% | +22.0% | -20.8% | -9.6% |
| 1Y | +10.1% | +25.7% | -15.6% | -3.4% |
| 3Y | +19.9% | +36.2% | -16.4% | +0.2% |
| 5Y | -8.8% | +66.1% | -74.8% | -32.2% |
| All | +249.6% | +424.3% | -174.7% | +56.4% |
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