+125.2%
FHN vs ALHC
+25.0%
+100.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | -0.3% |
| 7D | +1.3% | -0.8% | +2.0% | +1.3% |
| 30D | +2.8% | -9.6% | +12.4% | +3.6% |
| 3M | -8.9% | -44.5% | +35.6% | -4.7% |
| 6M | -0.7% | -59.2% | +58.5% | +5.7% |
| YTD | +0.1% | -62.0% | +62.1% | +6.7% |
| 1Y | +10.4% | -54.8% | +65.2% | +15.8% |
| All | +125.2% | +25.0% | +100.2% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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