+926.8%
XBI vs DHR
+1,751.8%
-825.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.6% | -2.4% | -1.2% | -2.5% |
| 30D | +0.9% | -2.2% | +3.0% | +1.8% |
| 3M | +21.4% | +9.0% | +12.5% | +15.2% |
| 6M | +25.5% | +3.5% | +22.0% | +21.8% |
| YTD | +30.8% | -10.1% | +41.0% | +35.6% |
| 1Y | +68.6% | +6.2% | +62.4% | +60.0% |
| 3Y | +103.9% | -5.4% | +109.3% | +101.5% |
| 5Y | +20.8% | -27.9% | +48.7% | +33.9% |
| 10Y | +164.0% | +215.7% | -51.8% | +50.2% |
| All | +926.8% | +1,751.8% | -825.1% | +88.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling