+4.9%
DHR vs IWD
+27.7%
-22.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.8% |
| 7D | -5.0% | -2.3% | -2.6% | -2.9% |
| 30D | -3.3% | -1.8% | -1.6% | -1.7% |
| 3M | +9.4% | +8.0% | +1.4% | +1.8% |
| 6M | +3.2% | +17.0% | -13.8% | -12.1% |
| YTD | -12.0% | +21.3% | -33.3% | -27.7% |
| 1Y | +4.9% | +27.9% | -23.1% | -20.1% |
| All | +4.9% | +27.7% | -22.8% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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