+62.1%
DAL vs FHN
+14.6%
+47.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +5.7% |
| 7D | +11.1% | +2.3% | +8.8% | +9.0% |
| 30D | +7.7% | +1.6% | +6.1% | +6.3% |
| 3M | -3.5% | -8.4% | +4.8% | +4.0% |
| 6M | +31.3% | -2.3% | +33.6% | +33.0% |
| YTD | +30.0% | +1.5% | +28.5% | +27.7% |
| 1Y | +62.1% | +15.0% | +47.1% | +43.0% |
| All | +62.1% | +14.6% | +47.5% | +43.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling