+653.2%
ADI vs FHN
+90.7%
+562.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | +0.7% | -0.9% | +1.6% | +1.1% |
| 30D | +0.7% | +2.0% | -1.3% | +0.1% |
| 3M | +6.5% | -6.8% | +13.3% | +9.0% |
| 6M | -2.7% | -0.8% | -1.9% | -2.7% |
| YTD | +52.2% | +0.6% | +51.6% | +51.3% |
| 1Y | +77.5% | +11.5% | +65.9% | +70.5% |
| 3Y | +148.8% | +130.0% | +18.8% | +88.0% |
| 5Y | +142.9% | +60.8% | +82.1% | +90.0% |
| 10Y | +653.2% | +84.0% | +569.2% | +418.5% |
| All | +653.2% | +90.7% | +562.6% | +418.5% |
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