-6.0%
BLDR vs FHN
+60.9%
-66.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.1% | -4.7% | -4.7% |
| 7D | -1.1% | +0.9% | -2.0% | -1.3% |
| 30D | +19.1% | +2.1% | +17.0% | +18.5% |
| 3M | -12.6% | -6.0% | -6.6% | -10.6% |
| 6M | -18.7% | -2.9% | -15.8% | -17.6% |
| YTD | -38.8% | +0.7% | -39.5% | -38.8% |
| 1Y | -41.2% | +11.0% | -52.2% | -42.9% |
| 3Y | -49.4% | +130.3% | -179.7% | -59.0% |
| 5Y | -6.0% | +61.3% | -67.2% | -23.1% |
| All | -6.0% | +60.9% | -66.9% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling