+19.9%
DHR vs LIN
+36.4%
-16.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +2.2% |
| 7D | -0.9% | +0.2% | -1.0% | -1.0% |
| 30D | +5.4% | +6.5% | -1.1% | +2.6% |
| 3M | +15.3% | +5.5% | +9.9% | +12.6% |
| 6M | +32.1% | +3.3% | +28.8% | +30.0% |
| YTD | +1.2% | +22.0% | -20.8% | -8.6% |
| 1Y | +10.1% | +25.7% | -15.6% | -2.2% |
| 3Y | +19.9% | +36.2% | -16.4% | +5.3% |
| All | +19.9% | +36.4% | -16.5% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling