+63.2%
DHI vs EXE
+97.7%
-34.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +1.8% |
| 7D | -3.4% | -3.1% | -0.3% | -3.2% |
| 30D | -5.4% | -0.9% | -4.5% | -5.4% |
| 3M | -10.4% | +9.6% | -20.0% | -11.1% |
| 6M | -2.8% | -11.6% | +8.8% | -1.9% |
| YTD | -3.4% | -12.6% | +9.1% | -2.5% |
| 1Y | -22.9% | +1.2% | -24.1% | -23.4% |
| 3Y | +20.7% | +18.0% | +2.7% | +15.9% |
| All | +63.2% | +97.7% | -34.5% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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