+1,426.1%
DHR vs WU
-21.6%
+1,447.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.4% |
| 7D | -0.8% | -0.8% | 0.0% | -0.6% |
| 30D | +0.2% | -1.1% | +1.4% | +0.5% |
| 3M | +12.1% | -1.8% | +13.9% | +11.3% |
| 6M | +5.4% | -23.9% | +29.3% | +13.6% |
| YTD | -10.0% | -20.4% | +10.4% | -4.6% |
| 1Y | +4.1% | -10.6% | +14.7% | +5.4% |
| 3Y | -5.2% | -27.7% | +22.6% | +1.5% |
| 5Y | -28.2% | -51.1% | +22.9% | -14.5% |
| 10Y | +208.4% | -40.7% | +249.1% | +226.8% |
| All | +1,426.1% | -21.6% | +1,447.7% | +1,214.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling