+82.7%
HL vs EXPE
+28.4%
+54.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -4.1% |
| 7D | -5.6% | -8.7% | +3.1% | -5.1% |
| 30D | +12.7% | -13.6% | +26.4% | +13.7% |
| 3M | +42.5% | +26.6% | +15.9% | +40.7% |
| 6M | -9.0% | +19.9% | -28.9% | -10.3% |
| YTD | +4.4% | -1.7% | +6.1% | +5.3% |
| 1Y | +82.7% | +29.4% | +53.2% | +75.4% |
| All | +82.7% | +28.4% | +54.2% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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