+41.2%
DOV vs XHB
+24.0%
+17.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -0.8% |
| 7D | +1.3% | -1.9% | +3.3% | +2.4% |
| 30D | -8.6% | -8.3% | -0.3% | -4.0% |
| 3M | -13.1% | -7.1% | -6.0% | -9.7% |
| 6M | -8.8% | -5.3% | -3.6% | -6.6% |
| YTD | -1.2% | -3.2% | +2.0% | -0.2% |
| 1Y | +10.7% | -13.9% | +24.6% | +19.6% |
| All | +41.2% | +24.0% | +17.1% | +20.0% |
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