+81.9%
HAL vs EXPE
+727.6%
-645.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +1.3% |
| 7D | -12.0% | -9.3% | -2.6% | -9.9% |
| 30D | +0.3% | +0.1% | +0.1% | -1.0% |
| 3M | -1.6% | -15.3% | +13.7% | +1.9% |
| 6M | -20.5% | +5.5% | -26.0% | -24.9% |
| YTD | +14.2% | -8.0% | +22.2% | +10.1% |
| 1Y | +18.9% | +18.9% | 0.0% | +3.5% |
| 3Y | -13.7% | +135.5% | -149.3% | -43.9% |
| 5Y | +42.2% | +44.3% | -2.1% | +2.3% |
| 10Y | -16.7% | +117.7% | -134.4% | -52.3% |
| All | +81.9% | +727.6% | -645.7% | -57.0% |
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