+70,760.1%
BBY vs FHN
+1,796.6%
+68,963.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.3% |
| 7D | +1.2% | 0.0% | +1.1% | +1.2% |
| 30D | +6.8% | -2.6% | +9.4% | +7.7% |
| 3M | +18.7% | 0.0% | +18.7% | +18.7% |
| 6M | +37.3% | +9.2% | +28.1% | +33.1% |
| YTD | +35.3% | +4.3% | +31.0% | +33.0% |
| 1Y | +20.7% | +10.8% | +9.9% | +15.8% |
| 3Y | +39.4% | +130.7% | -91.3% | +3.0% |
| 5Y | -1.5% | +87.4% | -88.8% | -27.2% |
| 10Y | +239.8% | +126.9% | +112.9% | +116.1% |
| All | +70,760.1% | +1,796.6% | +68,963.4% | +19,177.5% |
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