-2.8%
EXPE vs HAS
+58.1%
-60.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.9% |
| 7D | -0.5% | +1.4% | -1.9% | -1.1% |
| 30D | -6.1% | +26.3% | -32.4% | -14.3% |
| 3M | -21.3% | +25.6% | -46.9% | -28.1% |
| 6M | +19.0% | +30.3% | -11.2% | +6.7% |
| YTD | -8.4% | +50.4% | -58.8% | -29.5% |
| 1Y | -2.8% | +57.7% | -60.5% | -29.1% |
| All | -2.8% | +58.1% | -60.9% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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