-13.5%
HAL vs EXPD
+72.7%
-86.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -1.9% |
| 7D | -11.1% | -4.8% | -6.3% | -9.8% |
| 30D | -2.4% | -1.5% | -0.9% | -2.0% |
| 3M | +0.8% | +4.1% | -3.3% | -0.6% |
| 6M | -22.8% | +24.0% | -46.8% | -28.2% |
| YTD | +14.5% | +27.4% | -12.9% | +4.1% |
| 1Y | +20.2% | +38.4% | -18.2% | +5.1% |
| All | -13.5% | +72.7% | -86.2% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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