+1,580.2%
BE vs FHN
+132.7%
+1,447.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.4% |
| 7D | +20.0% | +1.2% | +18.8% | +19.1% |
| 30D | +7.9% | -4.7% | +12.6% | +11.4% |
| 3M | -13.2% | +3.5% | -16.8% | -15.5% |
| 6M | +53.5% | +7.8% | +45.6% | +46.1% |
| YTD | +191.0% | +5.9% | +185.1% | +179.7% |
| 1Y | +360.5% | +12.5% | +348.0% | +320.3% |
| All | +1,580.2% | +132.7% | +1,447.5% | +639.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling