+26.3%
HON vs EXPD
+68.8%
-42.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.2% | +2.5% |
| 7D | +0.8% | -7.2% | +7.9% | +2.6% |
| 30D | +5.7% | -3.3% | +9.0% | +6.6% |
| 3M | -8.3% | +3.4% | -11.7% | -9.2% |
| 6M | -2.4% | +22.7% | -25.1% | -7.7% |
| YTD | +9.0% | +24.5% | -15.5% | +1.7% |
| 1Y | +9.2% | +38.6% | -29.5% | -2.0% |
| 3Y | +26.3% | +71.5% | -45.2% | +2.9% |
| All | +26.3% | +68.8% | -42.5% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling