+782.9%
ENTG vs FHN
+128.3%
+654.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.3% |
| 7D | +1.2% | -1.2% | +2.4% | +1.6% |
| 30D | -12.9% | -4.8% | -8.1% | -11.3% |
| 3M | -3.1% | -0.7% | -2.3% | -2.8% |
| 6M | +21.0% | +10.6% | +10.4% | +16.8% |
| YTD | +67.0% | +4.6% | +62.4% | +64.4% |
| 1Y | +68.6% | +11.4% | +57.3% | +62.0% |
| 3Y | +48.6% | +132.3% | -83.6% | +12.3% |
| 5Y | +18.6% | +90.2% | -71.5% | -11.8% |
| All | +782.9% | +128.3% | +654.6% | +460.3% |
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