+43.4%
EQX vs FHN
+13.2%
+30.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | -1.4% | +1.2% | -2.6% | -1.4% |
| 30D | +24.4% | -4.7% | +29.1% | +24.0% |
| 3M | +11.6% | +3.5% | +8.1% | +11.1% |
| 6M | -25.0% | +7.8% | -32.8% | -25.9% |
| YTD | -8.4% | +5.9% | -14.3% | -9.5% |
| 1Y | +43.4% | +12.5% | +30.9% | +47.7% |
| All | +43.4% | +13.2% | +30.2% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling