+906.3%
XBI vs DHI
+411.1%
+495.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -0.9% |
| 7D | -4.6% | -3.4% | -1.2% | -3.7% |
| 30D | -2.0% | -5.4% | +3.4% | -0.5% |
| 3M | +17.8% | -10.4% | +28.2% | +20.9% |
| 6M | +23.7% | -2.8% | +26.5% | +23.9% |
| YTD | +28.2% | -3.4% | +31.6% | +28.0% |
| 1Y | +64.0% | -22.9% | +86.9% | +73.5% |
| 3Y | +99.4% | +20.7% | +78.7% | +81.7% |
| 5Y | +19.3% | +62.1% | -42.8% | -0.9% |
| 10Y | +158.7% | +410.4% | -251.7% | +53.0% |
| All | +906.3% | +411.1% | +495.2% | +376.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling