+10.7%
DHR vs XLC
-5.6%
+16.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.5% | -1.4% | +0.8% |
| 7D | +0.4% | +1.8% | -1.4% | -0.3% |
| 30D | +6.2% | -6.0% | +12.2% | +8.5% |
| 3M | +20.8% | -6.0% | +26.8% | +23.3% |
| 6M | +35.5% | -9.1% | +44.6% | +42.2% |
| YTD | +3.2% | -10.0% | +13.3% | +8.6% |
| 1Y | +10.7% | -5.8% | +16.5% | +13.3% |
| All | +10.7% | -5.6% | +16.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 1y: compounded portfolio wealth divided by compounded XLC 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…
1y analysis · Full analysis span regression · 6 months rolling