+44.5%
AAPL vs FHN
+11.4%
+33.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.8% | +3.5% |
| 7D | -0.5% | -0.8% | +0.3% | -0.4% |
| 30D | +7.1% | -2.6% | +9.7% | +7.4% |
| 3M | +12.1% | +0.8% | +11.2% | +11.5% |
| 6M | +25.4% | +9.2% | +16.2% | +22.5% |
| YTD | +20.5% | +5.1% | +15.3% | +18.5% |
| 1Y | +44.5% | +12.2% | +32.3% | +44.2% |
| All | +44.5% | +11.4% | +33.2% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 1y: compounded portfolio wealth divided by compounded FHN 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…
1y analysis · Full analysis span regression · 6 months rolling