-29.8%
DHR vs WCC
+211.6%
-241.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.4% |
| 7D | -5.0% | +1.7% | -6.6% | -5.3% |
| 30D | -3.3% | -6.1% | +2.7% | -2.2% |
| 3M | +9.4% | +3.1% | +6.3% | +7.9% |
| 6M | +3.2% | +28.2% | -25.1% | -4.0% |
| YTD | -12.0% | +41.1% | -53.1% | -20.3% |
| 1Y | +4.9% | +61.3% | -56.4% | -8.3% |
| 3Y | -7.4% | +123.6% | -131.0% | -28.2% |
| 5Y | -29.8% | +214.8% | -244.5% | -51.7% |
| All | -29.8% | +211.6% | -241.4% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling