+497.6%
HAL vs FDX
+4,056.7%
-3,559.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.8% |
| 7D | -12.0% | -1.6% | -10.3% | -11.5% |
| 30D | +0.3% | +6.6% | -6.3% | -2.3% |
| 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% | +0.1% |
| 1Y | +18.9% | +50.2% | -31.4% | -0.5% |
| 3Y | -13.7% | +65.5% | -79.3% | -31.9% |
| 5Y | +42.2% | +74.1% | -31.9% | +6.0% |
| 10Y | -16.7% | +156.7% | -173.4% | -46.4% |
| All | +497.6% | +4,056.7% | -3,559.1% | +115.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling