+17,845.4%
WDC vs DHR
+56,727.1%
-38,881.7%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.6% | +7.5% | +6.6% |
| 7D | +1.7% | -3.9% | +5.6% | +3.6% |
| 30D | -10.0% | +4.0% | -14.0% | -12.1% |
| 3M | -18.8% | +11.5% | -30.2% | -25.1% |
| 6M | +79.0% | +1.9% | +77.2% | +71.5% |
| YTD | +171.6% | -8.9% | +180.5% | +173.9% |
| 1Y | +417.4% | +5.1% | +412.3% | +384.1% |
| 3Y | +1,251.8% | -10.3% | +1,262.1% | +1,231.2% |
| 5Y | +911.7% | -27.8% | +939.5% | +989.5% |
| 10Y | +1,399.6% | +203.6% | +1,196.0% | +696.5% |
| All | +17,845.4% | +56,727.1% | -38,881.7% | +1,015.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling