+204.4%
DHR vs W
+155.6%
+48.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.7% | +0.6% | -1.8% |
| 7D | -5.0% | +0.5% | -5.5% | -5.0% |
| 30D | -3.3% | -5.6% | +2.2% | -2.7% |
| 3M | +9.4% | +41.9% | -32.5% | +4.0% |
| 6M | +3.2% | +30.2% | -27.1% | -1.5% |
| YTD | -12.0% | -2.9% | -9.1% | -13.5% |
| 1Y | +4.9% | +11.6% | -6.7% | +0.6% |
| 3Y | -7.4% | +37.0% | -44.3% | -17.9% |
| 5Y | -29.8% | -62.8% | +33.1% | -34.3% |
| All | +204.4% | +155.6% | +48.7% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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