+59.7%
HAS vs EXPD
+39.7%
+20.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +1.2% |
| 7D | +2.2% | -5.5% | +7.6% | +3.2% |
| 30D | +29.6% | -1.9% | +31.5% | +29.9% |
| 3M | +30.3% | +6.1% | +24.2% | +28.7% |
| 6M | +25.6% | +21.6% | +4.0% | +20.4% |
| YTD | +50.8% | +27.9% | +22.9% | +39.7% |
| All | +59.7% | +39.7% | +20.0% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling