-8.2%
DHR vs XHB
+23.1%
-31.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.0% |
| 7D | -3.6% | -4.6% | +1.0% | -1.4% |
| 30D | -2.7% | -9.1% | +6.4% | +1.8% |
| 3M | +10.9% | -8.6% | +19.5% | +15.4% |
| 6M | +3.0% | -4.0% | +7.1% | +4.1% |
| YTD | -12.2% | -3.9% | -8.3% | -11.7% |
| 1Y | +3.3% | -16.5% | +19.8% | +11.7% |
| 3Y | -8.2% | +22.6% | -30.8% | -20.6% |
| All | -8.2% | +23.1% | -31.3% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling