-13.7%
HAL vs FDX
+64.2%
-77.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.6% |
| 7D | -12.0% | -1.6% | -10.3% | -11.6% |
| 30D | +0.3% | +6.6% | -6.3% | -1.9% |
| 3M | -1.6% | -2.1% | +0.5% | -1.4% |
| 6M | -20.5% | +2.2% | -22.6% | -22.1% |
| YTD | +14.2% | +33.9% | -19.7% | -1.3% |
| 1Y | +18.9% | +50.2% | -31.4% | -2.4% |
| 3Y | -13.7% | +65.5% | -79.3% | -37.5% |
| All | -13.7% | +64.2% | -77.9% | -37.5% |
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