-9.1%
DHR vs IBB
+41.1%
-50.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | 0.0% |
| 7D | +3.1% | +2.7% | +0.4% | +1.1% |
| 30D | +7.0% | +6.3% | +0.6% | +1.9% |
| 3M | +15.0% | +11.1% | +4.0% | +5.8% |
| 6M | +37.9% | +29.2% | +8.7% | +12.4% |
| YTD | +3.3% | +30.2% | -26.9% | -16.7% |
| 1Y | +12.8% | +39.5% | -26.7% | -14.0% |
| 3Y | +22.4% | +92.3% | -70.0% | -28.3% |
| 5Y | -9.1% | +43.0% | -52.0% | -36.6% |
| All | -9.1% | +41.1% | -50.1% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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