+4,399.7%
HAS vs EXPD
+32,316.9%
-27,917.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.2% | +6.3% | +3.8% |
| 7D | +2.4% | +0.3% | +2.2% | +2.3% |
| 30D | +31.6% | +1.8% | +29.8% | +31.0% |
| 3M | +33.9% | +8.9% | +24.9% | +30.9% |
| 6M | +31.4% | +42.2% | -10.8% | +20.2% |
| YTD | +51.6% | +33.4% | +18.3% | +40.2% |
| 1Y | +65.2% | +47.2% | +18.0% | +49.1% |
| 3Y | +188.7% | +81.3% | +107.4% | +147.3% |
| 5Y | +55.7% | +60.2% | -4.5% | +36.5% |
| 10Y | +108.8% | +339.5% | -230.8% | +47.4% |
| All | +4,399.7% | +32,316.9% | -27,917.2% | +1,792.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling