+1,003.8%
ATI vs FHN
+90.7%
+913.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.8% | +2.7% |
| 7D | +4.7% | -0.9% | +5.6% | +5.4% |
| 30D | -0.2% | +2.0% | -2.3% | -1.6% |
| 3M | -18.5% | -6.8% | -11.7% | -14.8% |
| 6M | +16.4% | -0.8% | +17.1% | +16.0% |
| YTD | +63.4% | +0.6% | +62.8% | +61.4% |
| 1Y | +91.5% | +11.5% | +80.0% | +76.6% |
| 3Y | +329.2% | +130.0% | +199.2% | +135.2% |
| 5Y | +966.7% | +60.8% | +905.9% | +520.5% |
| 10Y | +1,003.8% | +84.0% | +919.8% | +391.8% |
| All | +1,003.8% | +90.7% | +913.1% | +391.8% |
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