+750.0%
DHI vs EXR
+2,590.4%
-1,840.4%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.9% | +2.0% |
| 7D | -2.3% | -3.1% | +0.7% | -0.4% |
| 30D | -5.3% | -7.5% | +2.3% | -0.3% |
| 3M | -7.8% | -7.5% | -0.3% | -3.1% |
| 6M | -5.4% | -5.2% | -0.2% | -2.1% |
| YTD | -2.7% | +6.5% | -9.2% | -6.9% |
| 1Y | -21.0% | -2.0% | -18.9% | -20.3% |
| 3Y | +22.2% | +21.5% | +0.6% | +4.5% |
| 5Y | +62.2% | -11.5% | +73.7% | +63.6% |
| 10Y | +414.3% | +148.0% | +266.3% | +138.9% |
| All | +750.0% | +2,590.4% | -1,840.4% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling