+426.2%
BTSG vs FHN
+81.9%
+344.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.7% | -7.4% | -6.9% |
| 7D | -5.8% | -0.8% | -5.0% | -5.5% |
| 30D | 0.0% | -2.6% | +2.6% | +1.1% |
| 3M | -4.5% | +0.8% | -5.3% | -4.9% |
| 6M | +40.0% | +9.2% | +30.8% | +34.5% |
| YTD | +54.6% | +5.1% | +49.4% | +50.4% |
| 1Y | +106.1% | +12.2% | +93.9% | +93.5% |
| All | +426.2% | +81.9% | +344.3% | +304.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling