+37,696.1%
DHR vs LIN
+10,749.5%
+26,946.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.4% |
| 7D | -4.5% | +3.6% | -8.1% | -5.8% |
| 30D | +5.0% | +6.4% | -1.4% | +2.3% |
| 3M | +13.6% | +6.5% | +7.1% | +10.6% |
| 6M | +30.1% | +4.9% | +25.3% | +27.3% |
| YTD | -0.5% | +23.4% | -24.0% | -9.0% |
| 1Y | +7.4% | +26.3% | -18.9% | -2.7% |
| 3Y | +16.4% | +38.0% | -21.6% | +1.5% |
| 5Y | -10.3% | +68.0% | -78.3% | -28.0% |
| 10Y | +249.3% | +437.1% | -187.8% | +77.6% |
| All | +37,696.1% | +10,749.5% | +26,946.7% | +9,461.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling