+60.5%
HAS vs EXPD
+42.2%
+18.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.5% | +2.8% | -0.8% |
| 7D | 0.0% | -4.8% | +4.8% | +0.8% |
| 30D | +31.3% | -1.5% | +32.8% | +31.5% |
| 3M | +32.1% | +4.1% | +28.0% | +31.0% |
| 6M | +28.1% | +24.0% | +4.1% | +22.2% |
| YTD | +49.1% | +27.4% | +21.7% | +38.7% |
| 1Y | +60.5% | +38.4% | +22.2% | +44.5% |
| All | +60.5% | +42.2% | +18.3% | +44.5% |
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