+203.8%
DHR vs LOW
+233.5%
-29.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -3.7% | +0.1% | -2.2% |
| 30D | -2.7% | -8.9% | +6.1% | +0.8% |
| 3M | +10.9% | -10.4% | +21.3% | +15.5% |
| 6M | +3.0% | -19.4% | +22.4% | +11.5% |
| YTD | -12.2% | -17.1% | +4.9% | -6.3% |
| 1Y | +3.3% | -26.3% | +29.6% | +15.2% |
| 3Y | -8.2% | -9.9% | +1.7% | -6.2% |
| 5Y | -29.9% | +6.1% | -36.0% | -33.3% |
| All | +203.8% | +233.5% | -29.7% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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