+131.9%
LITE vs DHR
+12.7%
+119.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -1.7% |
| 7D | -13.9% | +2.6% | -16.5% | -13.5% |
| 30D | -46.9% | +7.4% | -54.3% | -45.8% |
| 3M | -28.0% | +13.0% | -41.0% | -24.8% |
| 6M | -35.2% | +38.5% | -73.7% | -30.2% |
| YTD | +58.9% | +3.8% | +55.1% | +80.7% |
| All | +131.9% | +12.7% | +119.2% | +184.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling