+27.3%
EXPE vs HDB
-36.7%
+64.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.0% | -4.9% | -6.6% |
| 7D | -9.8% | -2.0% | -7.7% | -8.9% |
| 30D | -11.5% | -4.9% | -6.6% | -9.7% |
| 3M | +21.7% | -2.3% | +24.0% | +22.6% |
| 6M | +10.4% | -23.7% | +34.1% | +17.7% |
| YTD | -2.5% | -38.5% | +35.9% | +6.3% |
| 1Y | +27.3% | -36.5% | +63.8% | +38.0% |
| All | +27.3% | -36.7% | +64.0% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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