+126.9%
FHN vs SPY
+312.5%
-185.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | 0.0% | -0.4% | +0.4% | +0.5% |
| 30D | -2.6% | -1.4% | -1.2% | -1.1% |
| 3M | 0.0% | +3.7% | -3.7% | -4.4% |
| 6M | +9.2% | +13.0% | -3.8% | -5.5% |
| YTD | +4.3% | +12.4% | -8.0% | -9.2% |
| 1Y | +10.8% | +18.5% | -7.8% | -9.4% |
| 3Y | +130.7% | +77.6% | +53.1% | +20.2% |
| 5Y | +87.4% | +81.7% | +5.7% | -7.7% |
| 10Y | +126.9% | +319.7% | -192.8% | -63.0% |
| All | +126.9% | +312.5% | -185.6% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling