+4,041.9%
DHR vs XLU
+630.6%
+3,411.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.5% |
| 7D | -2.4% | +0.6% | -3.0% | -2.8% |
| 30D | -2.2% | -0.4% | -1.7% | -2.0% |
| 3M | +9.0% | -1.7% | +10.7% | +9.9% |
| 6M | +3.5% | -7.1% | +10.6% | +7.3% |
| YTD | -10.1% | +1.9% | -12.1% | -11.8% |
| 1Y | +6.2% | +6.1% | +0.1% | +1.7% |
| 3Y | -5.4% | +48.8% | -54.1% | -26.1% |
| 5Y | -27.9% | +43.8% | -71.7% | -42.7% |
| 10Y | +215.7% | +143.2% | +72.6% | +80.4% |
| All | +4,041.9% | +630.6% | +3,411.3% | +1,116.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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