+15.1%
BLDR vs FHN
+90.8%
-75.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.5% |
| 7D | -0.3% | +2.7% | -3.0% | -1.2% |
| 30D | -16.2% | -3.1% | -13.1% | -15.4% |
| 3M | -14.4% | +2.3% | -16.8% | -15.0% |
| 6M | -32.8% | +9.7% | -42.5% | -34.7% |
| YTD | -39.2% | +4.7% | -43.9% | -40.1% |
| 1Y | -57.7% | +13.8% | -71.4% | -59.5% |
| 3Y | -55.3% | +131.6% | -186.8% | -64.2% |
| All | +15.1% | +90.8% | -75.7% | -14.5% |
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 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