+499.4%
DHR vs WING
+405.9%
+93.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.5% |
| 7D | -3.9% | -3.9% | 0.0% | -3.4% |
| 30D | +4.0% | -11.6% | +15.6% | +5.5% |
| 3M | +11.5% | -24.2% | +35.7% | +15.3% |
| 6M | +1.9% | -54.1% | +55.9% | +12.5% |
| YTD | -8.9% | -53.9% | +45.0% | -0.3% |
| 1Y | +5.1% | -64.4% | +69.5% | +18.9% |
| 3Y | -10.3% | -30.2% | +19.9% | -12.7% |
| 5Y | -27.8% | -34.1% | +6.3% | -32.1% |
| 10Y | +203.6% | +342.1% | -138.5% | +134.0% |
| All | +499.4% | +405.9% | +93.6% | +356.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling