-32.9%
HDB vs EXPD
+53.8%
-86.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.2% | +8.8% | +5.8% |
| 7D | +12.9% | +0.3% | +12.6% | +12.8% |
| 30D | +10.0% | +1.8% | +8.2% | +9.8% |
| 3M | +1.8% | +8.9% | -7.1% | +1.1% |
| 6M | -2.1% | +42.2% | -44.3% | -4.2% |
| YTD | -33.4% | +33.4% | -66.8% | -34.2% |
| 1Y | -32.9% | +47.2% | -80.0% | -33.2% |
| All | -32.9% | +53.8% | -86.7% | -33.2% |
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