+61,719.2%
DHR vs WEC
+4,464.3%
+57,254.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | 0.0% |
| 7D | +1.2% | +2.3% | -1.1% | +0.4% |
| 30D | +3.7% | +11.1% | -7.4% | -0.3% |
| 3M | +14.5% | +8.4% | +6.0% | +10.8% |
| 6M | +40.9% | +7.5% | +33.4% | +36.8% |
| YTD | +2.4% | +15.3% | -12.9% | -3.4% |
| 1Y | +6.1% | +9.7% | -3.6% | +1.9% |
| 3Y | +21.0% | +64.7% | -43.7% | -1.0% |
| 5Y | -11.4% | +57.3% | -68.7% | -26.6% |
| 10Y | +241.8% | +195.9% | +45.9% | +118.4% |
| All | +61,719.2% | +4,464.3% | +57,254.9% | +16,235.8% |
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