-8.7%
DHR vs LIN
+27.3%
-35.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -3.9% | -2.1% | -1.8% | -3.0% |
| 30D | +4.0% | -2.4% | +6.4% | +5.1% |
| 3M | +11.5% | -5.6% | +17.1% | +14.2% |
| 6M | +1.9% | -3.4% | +5.2% | +3.0% |
| YTD | -8.9% | +13.1% | -22.0% | -14.9% |
| 1Y | +5.1% | +2.5% | +2.6% | +3.3% |
| All | -8.7% | +27.3% | -35.9% | -18.4% |
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 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