+19.9%
XBI vs DHI
+61.2%
-41.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.0% |
| 7D | -4.6% | -3.4% | -1.2% | -3.4% |
| 30D | -2.0% | -5.4% | +3.4% | 0.0% |
| 3M | +17.8% | -10.4% | +28.2% | +22.0% |
| 6M | +23.7% | -2.8% | +26.5% | +23.6% |
| YTD | +28.2% | -3.4% | +31.6% | +27.4% |
| 1Y | +64.0% | -22.9% | +86.9% | +77.3% |
| 3Y | +99.4% | +20.7% | +78.7% | +65.0% |
| All | +19.9% | +61.2% | -41.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 5y: compounded portfolio wealth divided by compounded DHI 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…
5y analysis · Full analysis span regression · 6 months rolling