+149.2%
FDX vs HDB
+57.5%
+91.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.5% | -3.2% |
| 7D | -1.6% | +13.3% | -15.0% | -5.1% |
| 30D | +6.6% | +13.6% | -6.9% | +2.7% |
| 3M | -2.1% | +5.8% | -7.8% | -3.9% |
| 6M | +2.2% | -1.9% | +4.1% | +1.9% |
| YTD | +33.9% | -31.2% | +65.1% | +47.5% |
| 1Y | +50.2% | -29.6% | +79.8% | +64.2% |
| 3Y | +65.5% | -10.1% | +75.6% | +64.5% |
| 5Y | +74.1% | -24.3% | +98.4% | +79.6% |
| All | +149.2% | +57.5% | +91.7% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling