+79.0%
FDX vs HAS
+52.6%
+26.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.2% |
| 7D | +2.9% | 0.0% | +2.9% | +3.0% |
| 30D | +9.6% | +31.3% | -21.7% | -1.2% |
| 3M | +2.4% | +32.1% | -29.8% | -8.0% |
| 6M | +9.2% | +28.1% | -18.9% | -1.3% |
| YTD | +37.7% | +49.1% | -11.4% | +16.9% |
| 1Y | +56.1% | +60.5% | -4.4% | +28.7% |
| 3Y | +68.9% | +183.9% | -114.9% | +8.5% |
| 5Y | +79.0% | +51.2% | +27.7% | +51.9% |
| All | +79.0% | +52.6% | +26.4% | +51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling