+19.7%
HAL vs FDX
+59.9%
-40.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.0% | +2.4% | +3.4% |
| 7D | -0.2% | -2.1% | +1.8% | -0.3% |
| 30D | +1.0% | +10.4% | -9.4% | +1.4% |
| 3M | -2.1% | +0.5% | -2.6% | -2.1% |
| 6M | -17.5% | +6.5% | -24.0% | -17.4% |
| YTD | +18.1% | +40.2% | -22.1% | +11.7% |
| 1Y | +19.7% | +52.1% | -32.4% | +11.7% |
| All | +19.7% | +59.9% | -40.2% | +11.7% |
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