+2,995.8%
DHR vs WCC
+1,758.7%
+1,237.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.6% | -1.6% |
| 7D | -0.8% | +8.5% | -9.3% | -2.4% |
| 30D | +0.2% | -1.0% | +1.2% | +0.3% |
| 3M | +12.1% | +2.1% | +9.9% | +10.8% |
| 6M | +5.4% | +36.8% | -31.4% | -2.0% |
| YTD | -10.0% | +47.7% | -57.7% | -17.8% |
| 1Y | +4.1% | +66.5% | -62.4% | -7.5% |
| 3Y | -5.2% | +134.2% | -139.3% | -23.4% |
| 5Y | -28.2% | +231.6% | -259.9% | -47.2% |
| 10Y | +208.4% | +508.1% | -299.7% | +85.2% |
| All | +2,995.8% | +1,758.7% | +1,237.1% | +1,124.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling