+204.4%
DHR vs WEC
+146.6%
+57.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.4% | -1.8% |
| 7D | -5.0% | -1.3% | -3.7% | -4.5% |
| 30D | -3.3% | -0.4% | -2.9% | -3.3% |
| 3M | +9.4% | -6.8% | +16.2% | +12.1% |
| 6M | +3.2% | -6.4% | +9.5% | +5.3% |
| YTD | -12.0% | +2.5% | -14.5% | -13.2% |
| 1Y | +4.9% | -0.4% | +5.3% | +4.3% |
| 3Y | -7.4% | +38.5% | -45.9% | -19.5% |
| 5Y | -29.8% | +31.7% | -61.4% | -38.0% |
| All | +204.4% | +146.6% | +57.8% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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