+73.3%
FDX vs HDB
-6.8%
+80.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -2.1% | +6.9% | -9.0% | -3.0% |
| 30D | +10.4% | +15.2% | -4.8% | +8.1% |
| 3M | +0.5% | +11.7% | -11.3% | -1.3% |
| 6M | +6.5% | +7.5% | -1.0% | +5.0% |
| YTD | +40.2% | -28.8% | +69.0% | +44.7% |
| 1Y | +52.1% | -29.1% | +81.2% | +57.0% |
| All | +73.3% | -6.8% | +80.1% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling