+105.3%
HAL vs EXPD
+61.6%
+43.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | +2.9% | -1.1% | +4.1% | +3.3% |
| 30D | +17.0% | +4.1% | +13.0% | +15.3% |
| 3M | -9.7% | +17.9% | -27.6% | -14.9% |
| 6M | +8.6% | +29.2% | -20.6% | -1.4% |
| YTD | +33.0% | +27.4% | +5.6% | +20.3% |
| 1Y | +68.3% | +56.8% | +11.5% | +38.7% |
| 3Y | +0.1% | +68.0% | -67.9% | -20.8% |
| All | +105.3% | +61.6% | +43.7% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling