+59.2%
HAL vs FDX
+74.7%
-15.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.7% |
| 7D | +6.1% | +5.2% | +0.9% | +4.5% |
| 30D | +2.9% | +11.3% | -8.4% | -0.6% |
| 3M | +3.3% | -4.1% | +7.4% | +4.4% |
| 6M | -16.9% | +9.6% | -26.6% | -20.2% |
| YTD | +21.2% | +40.9% | -19.7% | +5.5% |
| 1Y | +27.5% | +53.0% | -25.5% | +7.8% |
| 3Y | -6.4% | +74.1% | -80.5% | -26.4% |
| All | +59.2% | +74.7% | -15.5% | +29.8% |
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 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