+272,232.7%
AMZN vs FHN
+147.4%
+272,085.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +2.8% | +2.1% | +0.7% | +2.3% |
| 30D | +5.0% | +3.8% | +1.2% | +3.9% |
| 3M | +0.6% | -8.9% | +9.5% | +2.9% |
| 6M | -1.3% | +1.8% | -3.1% | -2.0% |
| YTD | +15.5% | +0.6% | +14.9% | +14.8% |
| 1Y | +12.2% | +12.9% | -0.7% | +8.1% |
| 3Y | +87.0% | +126.4% | -39.4% | +48.7% |
| 5Y | +51.3% | +62.3% | -11.0% | +23.9% |
| 10Y | +621.7% | +84.0% | +537.7% | +409.6% |
| All | +272,232.7% | +147.4% | +272,085.3% | +105,108.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling