+1,426.5%
LITE vs DHR
+20.5%
+1,406.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.3% |
| 7D | +22.6% | +2.6% | +20.0% | +21.8% |
| 30D | -36.8% | +4.2% | -41.0% | -37.0% |
| 3M | -33.0% | +13.0% | -46.0% | -34.6% |
| 6M | -37.1% | +40.2% | -77.2% | -44.2% |
| YTD | +69.5% | +2.0% | +67.4% | +72.6% |
| 1Y | +146.1% | +6.6% | +139.5% | +145.2% |
| All | +1,426.5% | +20.5% | +1,406.0% | +1,182.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling