+10.7%
DHR vs LTH
+84.0%
-73.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.3% | -4.2% | +1.3% |
| 7D | +0.4% | +9.9% | -9.5% | -0.8% |
| 30D | +6.2% | +18.3% | -12.1% | +4.0% |
| 3M | +20.8% | +5.9% | +14.9% | +20.1% |
| 6M | +35.5% | +80.3% | -44.8% | +22.1% |
| YTD | +3.2% | +78.3% | -75.1% | -7.1% |
| 1Y | +10.7% | +81.0% | -70.3% | -1.0% |
| All | +10.7% | +84.0% | -73.4% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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