+180.6%
HALO vs EXPD
+72.3%
+108.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.4% |
| 7D | -20.2% | -5.5% | -14.7% | -19.1% |
| 30D | -6.8% | -1.9% | -4.9% | -6.3% |
| 3M | -0.2% | +6.1% | -6.3% | -1.7% |
| 6M | +60.5% | +21.6% | +38.9% | +52.1% |
| YTD | +52.9% | +27.9% | +25.0% | +41.9% |
| 1Y | +50.8% | +39.4% | +11.4% | +35.8% |
| 3Y | +180.6% | +72.7% | +107.9% | +106.3% |
| All | +180.6% | +72.3% | +108.3% | +106.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling