+6,012.9%
HON vs FDX
+4,207.2%
+1,805.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | +3.6% | +0.8% | +2.8% | +3.2% |
| 30D | +7.8% | +9.9% | -2.1% | +4.2% |
| 3M | -4.8% | -1.9% | -2.9% | -4.3% |
| 6M | -1.7% | +6.1% | -7.8% | -4.2% |
| YTD | +10.7% | +38.8% | -28.1% | -2.7% |
| 1Y | +7.8% | +50.0% | -42.2% | -7.9% |
| 3Y | +28.1% | +71.0% | -43.0% | +0.5% |
| 5Y | +12.2% | +72.5% | -60.3% | -15.7% |
| 10Y | +155.7% | +153.1% | +2.6% | +56.0% |
| All | +6,012.9% | +4,207.2% | +1,805.7% | +1,463.2% |
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