+46.3%
BEN vs FHN
+13.3%
+33.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.4% |
| 7D | +3.4% | 0.0% | +3.3% | +3.3% |
| 30D | +1.8% | -2.6% | +4.4% | +2.9% |
| 3M | +8.4% | 0.0% | +8.3% | +8.0% |
| 6M | +35.6% | +9.2% | +26.4% | +29.6% |
| YTD | +46.4% | +4.3% | +42.0% | +42.5% |
| 1Y | +46.3% | +10.8% | +35.6% | +39.4% |
| All | +46.3% | +13.3% | +33.0% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling