+39.7%
HAL vs FDX
+72.6%
-32.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.8% |
| 3M | -1.6% | -2.1% | +0.5% | -1.4% |
| 6M | -20.5% | +2.2% | -22.6% | -21.9% |
| YTD | +14.2% | +33.9% | -19.7% | +1.0% |
| 1Y | +18.9% | +50.2% | -31.4% | +0.7% |
| 3Y | -13.7% | +65.5% | -79.3% | -31.1% |
| All | +39.7% | +72.6% | -32.9% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling