+4.6%
HIG vs EXPD
+57.8%
-53.3%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.2% |
| 7D | +0.3% | -1.1% | +1.4% | +0.4% |
| 30D | -3.2% | +4.1% | -7.3% | -3.6% |
| 3M | +9.1% | +17.9% | -8.8% | +7.4% |
| 6M | -1.8% | +29.2% | -31.0% | -4.4% |
| YTD | +1.8% | +27.4% | -25.6% | -1.6% |
| 1Y | +4.6% | +56.8% | -52.3% | -5.3% |
| All | +4.6% | +57.8% | -53.3% | -5.3% |
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