+174.2%
EXPE vs HAS
+44.2%
+130.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -9.5% | -1.8% | -7.7% | -8.9% |
| 30D | -6.6% | +2.3% | -8.9% | -7.4% |
| 3M | +31.4% | +10.4% | +21.0% | +26.5% |
| 6M | +35.2% | -3.2% | +38.4% | +35.7% |
| YTD | +5.8% | +15.4% | -9.6% | -1.3% |
| 1Y | +38.7% | +18.8% | +19.9% | +27.7% |
| All | +174.2% | +44.2% | +130.0% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling