+249.8%
DHR vs WING
+620.3%
-370.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.2% | -2.5% | +3.7% | +1.5% |
| 30D | +3.7% | +29.5% | -25.8% | -0.5% |
| 3M | +14.5% | +40.2% | -25.7% | +7.8% |
| 6M | +40.9% | +32.7% | +8.2% | +33.1% |
| YTD | +2.4% | -32.8% | +35.2% | +6.0% |
| 1Y | +6.1% | -31.7% | +37.8% | +9.3% |
| 3Y | +21.0% | -24.7% | +45.7% | +16.3% |
| 5Y | -11.4% | -0.5% | -10.9% | -23.1% |
| All | +249.8% | +620.3% | -370.5% | +132.4% |
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