+580.5%
DHR vs WING
+672.3%
-91.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.1% |
| 3M | +13.6% | +50.2% | -36.5% | +6.5% |
| 6M | +41.9% | +31.7% | +10.2% | +34.8% |
| YTD | +3.4% | -29.6% | +33.0% | +6.1% |
| 1Y | +9.9% | -29.7% | +39.6% | +12.5% |
| 3Y | +21.6% | -19.8% | +41.4% | +16.6% |
| 5Y | -10.6% | +3.1% | -13.7% | -21.2% |
| 10Y | +245.2% | +682.9% | -437.7% | +148.2% |
| All | +580.5% | +672.3% | -91.9% | +385.6% |
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 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