+30,355.4%
AVGO vs FHN
+164.9%
+30,190.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +6.1% | -0.9% | +6.9% | +6.5% |
| 30D | -2.7% | +2.0% | -4.7% | -3.3% |
| 3M | -16.9% | -6.8% | -10.0% | -14.9% |
| 6M | -19.1% | -0.8% | -18.4% | -19.3% |
| YTD | +0.3% | +0.6% | -0.3% | -0.7% |
| 1Y | -1.2% | +11.5% | -12.7% | -5.7% |
| 3Y | +272.4% | +130.0% | +142.4% | +172.2% |
| 5Y | +579.0% | +60.8% | +518.2% | +415.3% |
| 10Y | +2,584.7% | +84.0% | +2,500.8% | +1,590.1% |
| All | +30,355.4% | +164.9% | +30,190.5% | +14,840.0% |
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