+334.2%
DRI vs XHB
+241.7%
+92.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -0.7% | -4.1% | +3.4% | +2.1% |
| 30D | +14.7% | +9.6% | +5.1% | +7.1% |
| 3M | +5.4% | -6.0% | +11.4% | +9.6% |
| 6M | +18.8% | +2.2% | +16.6% | +14.9% |
| YTD | +28.4% | +1.1% | +27.2% | +23.4% |
| 1Y | +37.7% | -1.7% | +39.4% | +35.0% |
| 3Y | +68.0% | +36.5% | +31.5% | +16.8% |
| 5Y | +78.8% | +33.5% | +45.3% | +22.4% |
| 10Y | +334.2% | +240.9% | +93.2% | +14.2% |
| All | +334.2% | +241.7% | +92.4% | +14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling