-2.5%
HAL vs FDX
+63.5%
-66.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -2.5% | +5.5% | +3.7% |
| 30D | +17.0% | +3.8% | +13.2% | +15.4% |
| 3M | -9.7% | -1.3% | -8.3% | -9.7% |
| 6M | +8.6% | +5.0% | +3.6% | +5.4% |
| YTD | +33.0% | +39.6% | -6.7% | +14.8% |
| 1Y | +68.3% | +81.1% | -12.8% | +30.4% |
| All | -2.5% | +63.5% | -66.0% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling