+118.5%
HIG vs EXPD
+60.9%
+57.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | -1.1% | -0.9% | -0.1% | -0.9% |
| 30D | -4.9% | +4.1% | -9.0% | -5.8% |
| 3M | +6.8% | +13.8% | -7.0% | +3.6% |
| 6M | -1.7% | +27.3% | -29.0% | -7.2% |
| YTD | -0.2% | +25.4% | -25.7% | -6.0% |
| 1Y | +5.7% | +54.4% | -48.7% | -6.0% |
| 3Y | +100.3% | +67.9% | +32.4% | +71.4% |
| 5Y | +118.5% | +59.2% | +59.3% | +84.6% |
| All | +118.5% | +60.9% | +57.6% | +84.6% |
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