+553.0%
AMZN vs FHN
+129.4%
+423.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -2.7% | -0.8% | -1.9% | -2.6% |
| 30D | -7.5% | -2.6% | -4.9% | -7.1% |
| 3M | +5.8% | +0.8% | +5.0% | +5.6% |
| 6M | +17.5% | +9.2% | +8.3% | +15.9% |
| YTD | +9.1% | +5.1% | +4.0% | +8.1% |
| 1Y | +9.4% | +12.2% | -2.8% | +7.2% |
| 3Y | +82.2% | +132.4% | -50.2% | +63.3% |
| 5Y | +45.2% | +91.1% | -45.9% | +30.9% |
| All | +553.0% | +129.4% | +423.6% | +476.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling