+1.3%
BBY vs FHN
+88.4%
-87.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +0.6% | -1.2% | +1.8% | +0.9% |
| 30D | +9.4% | -4.8% | +14.2% | +10.8% |
| 3M | +19.3% | -0.7% | +20.1% | +19.5% |
| 6M | +47.9% | +10.6% | +37.3% | +43.9% |
| YTD | +39.6% | +4.6% | +35.0% | +37.6% |
| 1Y | +22.2% | +11.4% | +10.8% | +18.2% |
| 3Y | +45.0% | +132.3% | -87.3% | +19.7% |
| All | +1.3% | +88.4% | -87.1% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling