+249.4%
DHR vs LIN
+417.8%
-168.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +2.6% | +2.0% | +0.6% | +1.6% |
| 30D | +7.4% | +7.9% | -0.5% | +3.2% |
| 3M | +13.0% | +6.3% | +6.7% | +9.3% |
| 6M | +38.5% | +6.5% | +32.0% | +33.5% |
| YTD | +3.8% | +23.6% | -19.8% | -7.9% |
| 1Y | +12.6% | +25.7% | -13.1% | -1.1% |
| 3Y | +22.0% | +35.6% | -13.6% | +2.3% |
| 5Y | -9.5% | +65.9% | -75.4% | -32.8% |
| 10Y | +249.4% | +412.1% | -162.7% | +56.6% |
| All | +249.4% | +417.8% | -168.5% | +56.6% |
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