+386.5%
BLDR vs FHN
+125.8%
+260.6%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -14.7% | -2.6% | -12.1% | -13.7% |
| 3M | -20.8% | 0.0% | -20.9% | -20.9% |
| 6M | -35.3% | +9.2% | -44.6% | -38.1% |
| YTD | -40.3% | +4.3% | -44.7% | -41.6% |
| 1Y | -56.3% | +10.8% | -67.0% | -58.7% |
| 3Y | -56.1% | +130.7% | -186.8% | -71.9% |
| 5Y | +12.9% | +87.4% | -74.4% | -31.1% |
| 10Y | +386.5% | +126.9% | +259.6% | +128.5% |
| All | +386.5% | +125.8% | +260.6% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling