+49.1%
LLY vs DHR
+13.9%
+35.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.3% |
| 7D | +1.6% | +2.6% | -1.0% | +0.9% |
| 30D | +21.5% | +7.4% | +14.0% | +18.9% |
| 3M | +16.4% | +13.0% | +3.5% | +12.1% |
| 6M | +51.5% | +38.5% | +13.0% | +35.3% |
| YTD | +33.9% | +3.8% | +30.2% | +34.8% |
| 1Y | +49.1% | +12.6% | +36.5% | +39.7% |
| All | +49.1% | +13.9% | +35.2% | +39.7% |
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