+157.6%
HALO vs EXPD
+60.9%
+96.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.2% | -1.3% |
| 7D | +0.5% | -0.9% | +1.5% | +0.8% |
| 30D | +5.0% | +4.1% | +1.0% | +3.8% |
| 3M | +53.1% | +13.8% | +39.4% | +47.0% |
| 6M | +60.8% | +27.3% | +33.5% | +48.6% |
| YTD | +60.9% | +25.4% | +35.5% | +48.7% |
| 1Y | +42.8% | +54.4% | -11.6% | +22.6% |
| 3Y | +181.3% | +67.9% | +113.4% | +130.5% |
| 5Y | +157.6% | +59.2% | +98.4% | +104.6% |
| All | +157.6% | +60.9% | +96.7% | +104.6% |
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