+404.6%
DHI vs WEC
+146.6%
+258.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -3.4% | -0.6% | -2.8% | -3.2% |
| 30D | -5.4% | -2.6% | -2.8% | -4.5% |
| 3M | -10.4% | -6.0% | -4.4% | -8.3% |
| 6M | -2.8% | -5.4% | +2.7% | -0.9% |
| YTD | -3.4% | +2.5% | -5.9% | -4.5% |
| 1Y | -22.9% | -0.7% | -22.2% | -22.9% |
| 3Y | +20.7% | +38.7% | -18.0% | +5.5% |
| 5Y | +62.1% | +31.7% | +30.5% | +43.2% |
| All | +404.6% | +146.6% | +258.0% | +268.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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