-29.8%
DHR vs WU
-51.6%
+21.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | -5.0% | -5.0% | 0.0% | -3.7% |
| 30D | -3.3% | -2.3% | -1.1% | -2.8% |
| 3M | +9.4% | -3.2% | +12.7% | +9.2% |
| 6M | +3.2% | -25.0% | +28.2% | +10.3% |
| YTD | -12.0% | -21.7% | +9.6% | -7.2% |
| 1Y | +4.9% | -9.0% | +13.8% | +5.3% |
| 3Y | -7.4% | -28.9% | +21.5% | -1.8% |
| 5Y | -29.8% | -51.0% | +21.3% | -24.1% |
| All | -29.8% | -51.6% | +21.8% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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