+12.9%
HAS vs EXPD
+61.6%
-48.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -1.8% | -1.1% | -0.7% | -1.3% |
| 30D | +2.3% | +4.1% | -1.8% | +0.4% |
| 3M | +10.4% | +17.9% | -7.5% | +2.1% |
| 6M | -3.2% | +29.2% | -32.5% | -14.7% |
| YTD | +15.4% | +27.4% | -11.9% | +1.5% |
| 1Y | +18.8% | +56.8% | -38.0% | -6.6% |
| 3Y | +43.9% | +68.0% | -24.1% | +8.0% |
| All | +12.9% | +61.6% | -48.6% | -16.9% |
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