+616.7%
ADI vs FHN
+129.4%
+487.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -1.3% |
| 7D | +1.3% | -0.8% | +2.1% | +1.6% |
| 30D | -6.0% | -2.6% | -3.3% | -5.2% |
| 3M | -7.7% | +0.8% | -8.6% | -8.1% |
| 6M | +14.0% | +9.2% | +4.7% | +10.5% |
| YTD | +34.4% | +5.1% | +29.3% | +31.7% |
| 1Y | +48.0% | +12.2% | +35.8% | +41.4% |
| 3Y | +113.3% | +132.4% | -19.1% | +60.5% |
| 5Y | +131.1% | +91.1% | +40.0% | +69.3% |
| All | +616.7% | +129.4% | +487.3% | +356.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling