+5.1%
DHR vs WWD
+41.9%
-36.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -1.7% |
| 7D | -3.9% | +1.3% | -5.2% | -4.1% |
| 30D | +4.0% | -7.2% | +11.2% | +5.1% |
| 3M | +11.5% | -3.8% | +15.3% | +10.9% |
| 6M | +1.9% | -9.9% | +11.8% | +2.4% |
| YTD | -8.9% | +14.8% | -23.7% | -12.1% |
| 1Y | +5.1% | +42.1% | -37.0% | -6.1% |
| All | +5.1% | +41.9% | -36.8% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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