+5,460.5%
DHR vs WCN
+6,687.0%
-1,226.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -2.4% | -1.7% | -0.7% | -2.0% |
| 30D | -2.2% | -3.0% | +0.8% | -1.4% |
| 3M | +9.0% | +2.5% | +6.4% | +8.2% |
| 6M | +3.5% | -5.7% | +9.2% | +4.8% |
| YTD | -10.1% | -7.4% | -2.7% | -8.6% |
| 1Y | +6.2% | -8.6% | +14.8% | +8.3% |
| 3Y | -5.4% | +19.4% | -24.7% | -10.4% |
| 5Y | -27.9% | +27.2% | -55.1% | -32.8% |
| 10Y | +215.7% | +238.5% | -22.8% | +134.9% |
| All | +5,460.5% | +6,687.0% | -1,226.5% | +2,704.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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