+4.9%
DHR vs WEC
+0.7%
+4.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.4% | -2.1% |
| 7D | -5.0% | -1.3% | -3.7% | -5.0% |
| 30D | -3.3% | -0.4% | -2.9% | -3.6% |
| 3M | +9.4% | -6.8% | +16.2% | +10.2% |
| 6M | +3.2% | -6.4% | +9.5% | +3.9% |
| YTD | -12.0% | +2.5% | -14.5% | -9.4% |
| 1Y | +4.9% | -0.4% | +5.3% | +7.0% |
| All | +4.9% | +0.7% | +4.2% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling