-10.5%
DHR vs WING
+2.4%
-13.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | -0.1% |
| 7D | +0.2% | -0.5% | +0.7% | +0.2% |
| 30D | +6.4% | +32.3% | -25.9% | +2.2% |
| 3M | +13.6% | +50.2% | -36.5% | +6.7% |
| 6M | +41.9% | +31.7% | +10.2% | +35.0% |
| YTD | +3.4% | -29.6% | +33.0% | +6.4% |
| 1Y | +9.9% | -29.7% | +39.6% | +12.8% |
| 3Y | +21.6% | -19.8% | +41.4% | +13.3% |
| All | -10.5% | +2.4% | -13.0% | -27.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling