+769.3%
ENTG vs FHN
+81.8%
+687.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -4.0% |
| 7D | +15.2% | +2.1% | +13.1% | +14.3% |
| 30D | -3.6% | +3.8% | -7.4% | -5.0% |
| 3M | -10.0% | -8.9% | -1.0% | -6.9% |
| 6M | +1.8% | +1.8% | 0.0% | +1.0% |
| YTD | +75.5% | +0.6% | +74.9% | +75.1% |
| 1Y | +82.4% | +12.9% | +69.5% | +74.6% |
| 3Y | +58.5% | +126.4% | -67.9% | +21.3% |
| 5Y | +0.4% | +62.3% | -61.9% | -20.4% |
| All | +769.3% | +81.8% | +687.4% | +537.4% |
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 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