+163.0%
LITE vs DHR
+7.8%
+155.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.4% |
| 7D | +10.8% | +1.2% | +9.6% | +10.9% |
| 30D | -33.4% | +3.7% | -37.1% | -32.8% |
| 3M | -32.2% | +14.5% | -46.7% | -28.8% |
| 6M | -42.1% | +40.9% | -83.0% | -38.5% |
| YTD | +61.9% | +2.4% | +59.5% | +86.0% |
| 1Y | +163.0% | +6.1% | +156.9% | +196.5% |
| All | +163.0% | +7.8% | +155.2% | +196.5% |
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