+991.6%
WDC vs DHR
-28.4%
+1,019.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +7.5% | -2.4% | +9.9% | +8.3% |
| 30D | +10.1% | -2.2% | +12.2% | +10.6% |
| 3M | -6.8% | +9.0% | -15.8% | -11.8% |
| 6M | +84.1% | +3.5% | +80.7% | +77.8% |
| YTD | +180.3% | -10.1% | +190.4% | +187.7% |
| 1Y | +411.1% | +6.2% | +404.9% | +383.7% |
| 3Y | +1,375.0% | -5.4% | +1,380.4% | +1,327.0% |
| 5Y | +991.6% | -27.9% | +1,019.5% | +963.1% |
| All | +991.6% | -28.4% | +1,019.9% | +963.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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