+404.6%
DHI vs EXR
+151.8%
+252.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.3% |
| 7D | -3.4% | -1.2% | -2.2% | -2.9% |
| 30D | -5.4% | -6.2% | +0.8% | -2.2% |
| 3M | -10.4% | -7.4% | -3.0% | -6.8% |
| 6M | -2.8% | -0.5% | -2.2% | -2.5% |
| YTD | -3.4% | +8.1% | -11.5% | -7.3% |
| 1Y | -22.9% | -2.9% | -20.0% | -22.0% |
| 3Y | +20.7% | +22.9% | -2.3% | +7.8% |
| 5Y | +62.1% | -10.2% | +72.3% | +65.3% |
| All | +404.6% | +151.8% | +252.8% | +241.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling