+11.4%
FHN vs BB
+104.0%
-92.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.6% |
| 7D | -1.2% | -0.4% | -0.8% | -1.2% |
| 30D | -4.8% | -12.5% | +7.7% | -4.1% |
| 3M | -0.7% | -17.4% | +16.7% | -0.1% |
| 6M | +10.6% | +119.1% | -108.5% | -0.3% |
| YTD | +4.6% | +102.4% | -97.8% | -5.3% |
| 1Y | +11.4% | +98.2% | -86.8% | +2.2% |
| All | +11.4% | +104.0% | -92.6% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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