+111.7%
HAL vs EXPE
+851.4%
-739.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | 0.0% |
| 7D | +2.9% | -9.5% | +12.5% | +6.3% |
| 30D | +17.0% | -6.6% | +23.7% | +19.2% |
| 3M | -9.7% | +31.4% | -41.0% | -19.0% |
| 6M | +8.6% | +35.2% | -26.6% | -5.2% |
| YTD | +33.0% | +5.8% | +27.2% | +24.4% |
| 1Y | +68.3% | +38.7% | +29.6% | +41.1% |
| 3Y | +0.1% | +175.8% | -175.7% | -38.0% |
| 5Y | +102.6% | +111.8% | -9.2% | +27.8% |
| 10Y | +3.8% | +179.7% | -175.9% | -44.3% |
| All | +111.7% | +851.4% | -739.7% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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