+62.2%
DHI vs EXPD
+61.0%
+1.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | -0.3% |
| 7D | -2.3% | +1.2% | -3.5% | -2.9% |
| 30D | -5.3% | +5.2% | -10.5% | -7.8% |
| 3M | -7.8% | +13.2% | -21.0% | -13.7% |
| 6M | -5.4% | +30.3% | -35.7% | -17.9% |
| YTD | -2.7% | +27.0% | -29.7% | -15.8% |
| 1Y | -21.0% | +57.3% | -78.3% | -40.0% |
| 3Y | +22.2% | +70.0% | -47.8% | -12.9% |
| 5Y | +62.2% | +61.6% | +0.6% | +12.3% |
| All | +62.2% | +61.0% | +1.2% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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