+60,984.4%
DHR vs EXPD
+30,172.0%
+30,812.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.3% | +4.0% | +2.3% |
| 7D | -0.9% | -7.2% | +6.3% | +1.0% |
| 30D | +5.4% | -3.3% | +8.7% | +6.2% |
| 3M | +15.3% | +3.4% | +12.0% | +14.2% |
| 6M | +32.1% | +22.7% | +9.4% | +25.0% |
| YTD | +1.2% | +24.5% | -23.3% | -5.2% |
| 1Y | +10.1% | +38.6% | -28.5% | +0.3% |
| 3Y | +19.9% | +71.5% | -51.7% | +2.8% |
| 5Y | -8.8% | +56.2% | -65.0% | -20.5% |
| 10Y | +255.3% | +310.5% | -55.1% | +144.5% |
| All | +60,984.4% | +30,172.0% | +30,812.4% | +25,759.9% |
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 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