+2,502.5%
LITE vs DHR
+207.8%
+2,294.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.2% | +11.6% |
| 7D | +12.6% | -0.8% | +13.4% | +12.9% |
| 30D | +9.9% | +0.2% | +9.7% | +9.3% |
| 3M | +9.3% | +12.1% | -2.8% | +0.2% |
| 6M | +75.2% | +5.4% | +69.8% | +64.4% |
| YTD | +165.5% | -10.0% | +175.5% | +171.9% |
| 1Y | +555.0% | +4.1% | +550.9% | +510.5% |
| 3Y | +1,870.5% | -5.2% | +1,875.7% | +1,778.6% |
| 5Y | +1,009.8% | -28.2% | +1,038.1% | +1,130.2% |
| 10Y | +2,502.5% | +208.4% | +2,294.1% | +796.8% |
| All | +2,502.5% | +207.8% | +2,294.7% | +796.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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