+203.8%
DHR vs WING
+407.7%
-203.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.0% | -6.1% | -1.1% |
| 7D | -3.6% | +7.2% | -10.9% | -4.7% |
| 30D | -2.7% | +4.8% | -7.5% | -3.7% |
| 3M | +10.9% | -23.7% | +34.6% | +14.9% |
| 6M | +3.0% | -43.6% | +46.6% | +11.1% |
| YTD | -12.2% | -50.6% | +38.4% | -4.3% |
| 1Y | +3.3% | -57.0% | +60.3% | +14.6% |
| 3Y | -8.2% | -28.3% | +20.1% | -11.8% |
| 5Y | -29.9% | -32.4% | +2.5% | -35.1% |
| All | +203.8% | +407.7% | -203.9% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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