+11,253.4%
WDC vs DHR
+63,779.9%
-52,526.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -5.2% |
| 7D | +12.1% | +1.2% | +10.9% | +11.5% |
| 30D | -18.8% | +3.7% | -22.5% | -19.9% |
| 3M | -39.3% | +14.5% | -53.8% | -43.2% |
| 6M | -40.1% | +40.9% | -81.1% | -50.8% |
| YTD | +71.8% | +2.4% | +69.4% | +64.2% |
| 1Y | +88.5% | +6.1% | +82.3% | +76.8% |
| 3Y | +770.0% | +21.0% | +749.0% | +645.6% |
| 5Y | +549.0% | -11.4% | +560.5% | +537.1% |
| 10Y | +650.3% | +241.8% | +408.5% | +277.5% |
| All | +11,253.4% | +63,779.9% | -52,526.5% | +568.5% |
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