+203.8%
DHR vs XEL
+151.6%
+52.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | -2.7% | -3.9% | +1.2% | -1.3% |
| 3M | +10.9% | -2.8% | +13.7% | +12.0% |
| 6M | +3.0% | -5.4% | +8.4% | +4.8% |
| YTD | -12.2% | +3.8% | -16.0% | -14.1% |
| 1Y | +3.3% | +6.8% | -3.5% | -0.5% |
| 3Y | -8.2% | +45.6% | -53.8% | -23.6% |
| 5Y | -29.9% | +30.7% | -60.6% | -39.0% |
| All | +203.8% | +151.6% | +52.2% | +126.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling