+155.3%
HBAN vs FDX
+182.5%
-27.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | -1.0% | -3.3% | +2.3% | +0.6% |
| 30D | -5.6% | -4.5% | -1.1% | -3.6% |
| 3M | -1.1% | -7.3% | +6.2% | +2.2% |
| 6M | +9.9% | +7.5% | +2.3% | +4.9% |
| YTD | -0.9% | +35.1% | -36.0% | -15.5% |
| 1Y | -1.4% | +71.4% | -72.8% | -25.4% |
| 3Y | +78.2% | +60.8% | +17.4% | +34.0% |
| 5Y | +37.0% | +65.5% | -28.5% | -2.5% |
| All | +155.3% | +182.5% | -27.2% | +23.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling