-49.4%
BLDR vs FHN
+132.8%
-182.1%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.7% |
| 7D | -1.1% | +0.9% | -2.0% | -1.4% |
| 30D | +19.1% | +2.1% | +17.0% | +18.1% |
| 3M | -12.6% | -6.0% | -6.6% | -9.4% |
| 6M | -18.7% | -2.9% | -15.8% | -17.1% |
| YTD | -38.8% | +0.7% | -39.5% | -39.0% |
| 1Y | -41.2% | +11.0% | -52.2% | -44.3% |
| 3Y | -49.4% | +130.3% | -179.7% | -68.1% |
| All | -49.4% | +132.8% | -182.1% | -68.1% |
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