+595.7%
HAL vs FDX
+4,233.7%
-3,637.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -2.5% | +5.5% | +3.8% |
| 30D | +17.0% | +3.8% | +13.2% | +15.2% |
| 3M | -9.7% | -1.3% | -8.3% | -9.8% |
| 6M | +8.6% | +5.0% | +3.6% | +4.9% |
| YTD | +33.0% | +39.6% | -6.7% | +15.1% |
| 1Y | +68.3% | +81.1% | -12.8% | +31.7% |
| 3Y | +0.1% | +63.0% | -62.9% | -20.5% |
| 5Y | +102.6% | +65.6% | +37.0% | +54.1% |
| 10Y | +3.8% | +183.4% | -179.5% | -35.2% |
| All | +595.7% | +4,233.7% | -3,637.9% | +147.9% |
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