+28,111.7%
WDC vs DHI
+12,501.5%
+15,610.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.5% |
| 7D | -4.3% | -3.4% | -0.9% | -3.4% |
| 30D | -1.5% | -5.4% | +3.9% | -0.1% |
| 3M | -15.5% | -10.4% | -5.0% | -13.6% |
| 6M | +66.5% | -2.8% | +69.2% | +66.4% |
| YTD | +159.9% | -3.4% | +163.3% | +159.5% |
| 1Y | +366.0% | -22.9% | +388.9% | +392.2% |
| 3Y | +1,285.8% | +20.7% | +1,265.1% | +1,153.2% |
| 5Y | +925.6% | +62.1% | +863.4% | +742.4% |
| 10Y | +1,206.5% | +410.4% | +796.1% | +674.4% |
| All | +28,111.7% | +12,501.5% | +15,610.2% | +8,718.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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