+51.5%
ENTG vs FHN
+129.0%
-77.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.6% |
| 7D | +8.9% | 0.0% | +8.9% | +8.8% |
| 30D | -0.8% | -2.6% | +1.8% | +0.9% |
| 3M | +6.6% | 0.0% | +6.5% | +6.5% |
| 6M | +22.1% | +9.2% | +12.8% | +15.6% |
| YTD | +70.2% | +4.3% | +65.8% | +65.2% |
| 1Y | +76.7% | +10.8% | +66.0% | +64.3% |
| All | +51.5% | +129.0% | -77.5% | +2.4% |
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