+4.9%
DHR vs LTH
+45.0%
-40.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.0% |
| 7D | -5.0% | -3.7% | -1.2% | -4.4% |
| 30D | -3.3% | -5.3% | +2.0% | -2.6% |
| 3M | +9.4% | +24.2% | -14.8% | +5.5% |
| 6M | +3.2% | +54.8% | -51.7% | -5.2% |
| YTD | -12.0% | +56.1% | -68.1% | -19.5% |
| 1Y | +4.9% | +45.5% | -40.7% | +0.5% |
| All | +4.9% | +45.0% | -40.1% | +0.5% |
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