+1,841.8%
DHR vs WBD
+288.3%
+1,553.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.6% | 0.0% |
| 7D | -2.4% | -1.7% | -0.7% | -2.1% |
| 30D | -2.2% | +3.9% | -6.0% | -2.9% |
| 3M | +9.0% | +5.1% | +3.9% | +7.9% |
| 6M | +3.5% | +0.6% | +2.9% | +3.3% |
| YTD | -10.1% | -3.2% | -7.0% | -9.7% |
| 1Y | +6.2% | +127.7% | -121.5% | -10.5% |
| 3Y | -5.4% | +146.6% | -151.9% | -25.1% |
| 5Y | -27.9% | +4.2% | -32.1% | -36.0% |
| 10Y | +215.7% | +13.7% | +202.0% | +136.4% |
| All | +1,841.8% | +288.3% | +1,553.5% | +785.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 all: compounded portfolio wealth divided by compounded WBD 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…
all analysis · Full analysis span regression · 6 months rolling