+125.6%
DAL vs FHN
+94.7%
+30.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +10.7% | +0.9% | +9.8% | +10.3% |
| 30D | +12.5% | +2.1% | +10.4% | +11.5% |
| 3M | +3.6% | -6.0% | +9.6% | +7.2% |
| 6M | +26.7% | -2.9% | +29.7% | +28.9% |
| YTD | +34.3% | +0.7% | +33.6% | +34.2% |
| 1Y | +59.1% | +11.0% | +48.1% | +51.2% |
| 3Y | +179.9% | +130.3% | +49.6% | +82.0% |
| 5Y | +119.1% | +61.3% | +57.9% | +50.5% |
| 10Y | +125.6% | +89.6% | +36.0% | +30.3% |
| All | +125.6% | +94.7% | +30.9% | +30.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling