+1,178.1%
ATI vs FHN
+125.8%
+1,052.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | -9.5% | -2.6% | -6.9% | -7.9% |
| 3M | +10.4% | 0.0% | +10.3% | +9.8% |
| 6M | +31.8% | +9.2% | +22.6% | +23.9% |
| YTD | +80.0% | +4.3% | +75.6% | +73.8% |
| 1Y | +175.8% | +10.8% | +165.1% | +154.1% |
| 3Y | +364.2% | +130.7% | +233.5% | +152.9% |
| 5Y | +1,076.9% | +87.4% | +989.5% | +504.3% |
| 10Y | +1,178.1% | +126.9% | +1,051.2% | +400.7% |
| All | +1,178.1% | +125.8% | +1,052.3% | +400.7% |
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 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