+50.0%
EXPE vs DHI
+9.6%
+40.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +8.1% | +2.4% | +6.8% |
| 7D | +14.6% | +9.8% | +4.9% | +10.2% |
| 30D | +21.4% | +17.8% | +3.6% | +13.5% |
| 3M | +1.4% | +4.7% | -3.3% | -1.2% |
| 6M | +28.6% | +10.0% | +18.6% | +24.0% |
| YTD | +12.1% | +10.0% | +2.2% | +5.9% |
| 1Y | +50.0% | +9.1% | +40.9% | +41.5% |
| All | +50.0% | +9.6% | +40.4% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 1y: compounded portfolio wealth divided by compounded DHI 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…
1y analysis · Full analysis span regression · 6 months rolling