+1,041.6%
DRI vs XHB
+170.3%
+871.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | +0.6% |
| 7D | -0.3% | -2.4% | +2.1% | +1.1% |
| 30D | +10.8% | +7.1% | +3.8% | +6.1% |
| 3M | +0.9% | -6.0% | +6.9% | +4.3% |
| 6M | +16.3% | +2.1% | +14.3% | +13.4% |
| YTD | +27.8% | -0.6% | +28.4% | +25.3% |
| 1Y | +33.9% | -3.3% | +37.1% | +33.4% |
| 3Y | +67.2% | +34.1% | +33.1% | +29.6% |
| 5Y | +79.0% | +28.6% | +50.4% | +39.0% |
| 10Y | +332.2% | +235.0% | +97.1% | +88.2% |
| All | +1,041.6% | +170.3% | +871.3% | +269.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling