+149.7%
XBI vs DHR
+209.4%
-59.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | -3.6% | -1.0% | -2.6% |
| 30D | -2.0% | -2.7% | +0.7% | -0.5% |
| 3M | +17.8% | +10.9% | +6.9% | +9.1% |
| 6M | +23.7% | +3.0% | +20.7% | +19.3% |
| YTD | +28.2% | -12.2% | +40.4% | +35.7% |
| 1Y | +64.0% | +3.3% | +60.7% | +55.6% |
| 3Y | +99.4% | -8.2% | +107.6% | +97.6% |
| 5Y | +19.3% | -29.9% | +49.2% | +37.7% |
| All | +149.7% | +209.4% | -59.7% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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