+1,882.6%
DHR vs WPM
+5,972.6%
-4,090.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.8% | +7.0% | -7.8% | -1.6% |
| 30D | +0.2% | +15.7% | -15.5% | -1.4% |
| 3M | +12.1% | +35.2% | -23.2% | +8.0% |
| 6M | +5.4% | +6.1% | -0.7% | +4.0% |
| YTD | -10.0% | +32.6% | -42.5% | -13.7% |
| 1Y | +4.1% | +46.9% | -42.8% | -1.7% |
| 3Y | -5.2% | +276.3% | -281.5% | -20.7% |
| 5Y | -28.2% | +260.0% | -288.2% | -40.2% |
| 10Y | +208.4% | +508.5% | -300.1% | +135.1% |
| All | +1,882.6% | +5,972.6% | -4,090.0% | +915.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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