+17.4%
HAL vs FDX
+53.6%
-36.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.3% | +0.2% |
| 7D | -7.9% | +0.2% | -8.1% | -7.8% |
| 30D | -2.1% | +9.3% | -11.4% | -1.8% |
| 3M | +0.4% | +0.5% | 0.0% | +0.3% |
| 6M | -19.2% | +5.3% | -24.6% | -19.3% |
| YTD | +14.4% | +38.6% | -24.2% | +8.3% |
| All | +17.4% | +53.6% | -36.2% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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