+34.8%
EQIX vs FHN
+90.1%
-55.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +0.4% | -2.6% | +3.0% | +0.7% |
| 3M | -1.1% | 0.0% | -1.1% | -1.1% |
| 6M | +11.5% | +9.2% | +2.2% | +10.6% |
| YTD | +38.2% | +4.3% | +33.9% | +37.5% |
| 1Y | +36.7% | +10.8% | +25.9% | +35.0% |
| 3Y | +44.1% | +130.7% | -86.6% | +36.7% |
| 5Y | +34.8% | +87.4% | -52.5% | +31.9% |
| All | +34.8% | +90.1% | -55.2% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling