+38.7%
EXPE vs DHI
-16.9%
+55.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.3% |
| 7D | -9.5% | -3.1% | -6.4% | -8.5% |
| 30D | -6.6% | -5.5% | -1.2% | -5.0% |
| 3M | +31.4% | -2.2% | +33.6% | +32.6% |
| 6M | +35.2% | -6.0% | +41.1% | +36.2% |
| YTD | +5.8% | 0.0% | +5.8% | +4.1% |
| 1Y | +38.7% | -18.2% | +56.9% | +39.9% |
| All | +38.7% | -16.9% | +55.6% | +39.9% |
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