+6.1%
DHR vs WM
+21.5%
-15.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +1.2% | +3.2% | -2.0% | +0.4% |
| 30D | +3.7% | +13.0% | -9.3% | -0.3% |
| 3M | +14.5% | +9.2% | +5.3% | +11.0% |
| 6M | +40.9% | +13.6% | +27.3% | +36.3% |
| YTD | +2.4% | +12.4% | -10.0% | -1.5% |
| 1Y | +6.1% | +21.2% | -15.1% | +1.3% |
| All | +6.1% | +21.5% | -15.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling