+2.1%
DLTR vs FHN
+129.0%
-126.9%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | -10.2% | 0.0% | -10.3% | -10.2% |
| 30D | -8.5% | -2.6% | -5.9% | -7.9% |
| 3M | +5.6% | 0.0% | +5.5% | +5.3% |
| 6M | +2.2% | +9.2% | -7.0% | -0.5% |
| YTD | -3.8% | +4.3% | -8.1% | -5.3% |
| 1Y | +22.9% | +10.8% | +12.2% | +18.7% |
| All | +2.1% | +129.0% | -126.9% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling