-28.0%
DHR vs WY
-22.2%
-5.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -3.6% | -4.2% | +0.5% | -1.7% |
| 30D | -2.7% | -10.1% | +7.3% | +2.1% |
| 3M | +10.9% | -8.5% | +19.4% | +15.2% |
| 6M | +3.0% | -3.3% | +6.4% | +4.1% |
| YTD | -12.2% | -4.4% | -7.8% | -11.3% |
| 1Y | +3.3% | -11.5% | +14.8% | +8.1% |
| 3Y | -8.2% | -24.3% | +16.1% | +1.5% |
| All | -28.0% | -22.2% | -5.8% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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