+58.1%
DHI vs EXPD
+60.9%
-2.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -4.1% | +5.5% | -9.6% | -6.7% |
| 30D | +9.3% | -0.8% | +10.1% | +9.3% |
| 3M | -2.6% | +4.1% | -6.7% | -5.1% |
| 6M | +4.1% | +25.7% | -21.6% | -8.4% |
| YTD | +2.3% | +31.4% | -29.1% | -13.8% |
| 1Y | +2.7% | +42.2% | -39.4% | -17.4% |
| 3Y | +23.2% | +77.2% | -54.0% | -15.4% |
| All | +58.1% | +60.9% | -2.7% | +11.9% |
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