+499.1%
HAL vs EXPD
+30,870.6%
-30,371.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -1.9% |
| 7D | -11.1% | -4.8% | -6.3% | -9.7% |
| 30D | -2.4% | -1.5% | -0.9% | -2.0% |
| 3M | +0.8% | +4.1% | -3.3% | -0.7% |
| 6M | -22.8% | +24.0% | -46.8% | -28.2% |
| YTD | +14.5% | +27.4% | -12.9% | +4.5% |
| 1Y | +20.2% | +38.4% | -18.2% | +6.8% |
| 3Y | -15.2% | +73.2% | -88.4% | -30.3% |
| 5Y | +42.5% | +59.9% | -17.3% | +18.5% |
| 10Y | -16.5% | +319.9% | -336.4% | -46.8% |
| All | +499.1% | +30,870.6% | -30,371.5% | +141.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling