+13,246.8%
DHI vs EXPD
+25,700.1%
-12,453.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -4.1% | +5.5% | -9.6% | -6.1% |
| 30D | +9.3% | -0.8% | +10.1% | +9.4% |
| 3M | -2.6% | +4.1% | -6.7% | -4.4% |
| 6M | +4.1% | +25.7% | -21.6% | -5.4% |
| YTD | +2.3% | +31.4% | -29.1% | -9.6% |
| 1Y | +2.7% | +42.2% | -39.4% | -11.9% |
| 3Y | +23.2% | +77.2% | -54.0% | -3.9% |
| 5Y | +57.3% | +61.0% | -3.7% | +26.7% |
| 10Y | +497.8% | +334.8% | +163.0% | +230.0% |
| All | +13,246.8% | +25,700.1% | -12,453.3% | +4,906.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling