+40.1%
HAL vs EXPD
+61.0%
-20.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.8% |
| 7D | -7.9% | -5.5% | -2.4% | -6.1% |
| 30D | -2.1% | -1.9% | -0.2% | -1.5% |
| 3M | +0.4% | +6.1% | -5.7% | -1.8% |
| 6M | -19.2% | +21.6% | -40.9% | -25.0% |
| YTD | +14.4% | +27.9% | -13.5% | +2.8% |
| 1Y | +18.0% | +39.4% | -21.4% | +2.1% |
| 3Y | -9.7% | +72.7% | -82.4% | -30.0% |
| 5Y | +40.1% | +60.3% | -20.2% | +2.2% |
| All | +40.1% | +61.0% | -20.8% | +2.2% |
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