+3.3%
DHR vs LNG
+19.2%
-15.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -4.7% | +1.1% | -4.1% |
| 30D | -2.7% | +3.8% | -6.6% | -2.2% |
| 3M | +10.9% | +16.2% | -5.2% | +13.2% |
| 6M | +3.0% | +11.7% | -8.7% | +4.9% |
| YTD | -12.2% | +44.2% | -56.4% | -7.6% |
| 1Y | +3.3% | +18.6% | -15.3% | +2.5% |
| All | +3.3% | +19.2% | -15.9% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 1y: compounded portfolio wealth divided by compounded LNG 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…
1y analysis · Full analysis span regression · 6 months rolling