+54,893.9%
DHR vs WEC
+3,978.4%
+50,915.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -3.9% | -0.3% | -3.6% | -3.8% |
| 30D | +4.0% | -1.3% | +5.3% | +4.3% |
| 3M | +11.5% | -3.9% | +15.4% | +13.0% |
| 6M | +1.9% | -8.3% | +10.2% | +4.8% |
| YTD | -8.9% | +3.1% | -12.0% | -10.3% |
| 1Y | +5.1% | +1.9% | +3.2% | +3.7% |
| 3Y | -10.3% | +41.9% | -52.2% | -22.4% |
| 5Y | -27.8% | +30.8% | -58.6% | -36.0% |
| 10Y | +203.6% | +141.9% | +61.7% | +108.7% |
| All | +54,893.9% | +3,978.4% | +50,915.4% | +15,065.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling