+70.2%
FDX vs HAS
+182.9%
-112.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.3% |
| 7D | +2.9% | 0.0% | +2.9% | +3.0% |
| 30D | +9.6% | +31.3% | -21.7% | -0.3% |
| 3M | +2.4% | +32.1% | -29.8% | -7.1% |
| 6M | +9.2% | +28.1% | -18.9% | -0.5% |
| YTD | +37.7% | +49.1% | -11.4% | +18.4% |
| 1Y | +56.1% | +60.5% | -4.4% | +30.8% |
| All | +70.2% | +182.9% | -112.7% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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