+143.4%
HPE vs EXPD
+55.4%
+87.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.3% | +8.2% |
| 7D | +10.1% | -0.9% | +11.1% | +10.4% |
| 30D | +5.3% | +4.1% | +1.2% | +3.9% |
| 3M | +12.7% | +13.8% | -1.1% | +8.2% |
| 6M | +167.7% | +27.3% | +140.4% | +147.3% |
| YTD | +135.5% | +25.4% | +110.0% | +123.3% |
| 1Y | +143.4% | +54.4% | +89.0% | +131.5% |
| All | +143.4% | +55.4% | +87.9% | +131.5% |
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