+89.6%
FHN vs SUI
+117.1%
-27.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | +0.9% | +3.4% | -2.5% | -0.6% |
| 30D | +2.1% | +4.6% | -2.5% | -0.1% |
| 3M | -6.0% | +1.6% | -7.6% | -6.9% |
| 6M | -2.9% | -3.5% | +0.5% | -2.0% |
| YTD | +0.7% | -1.0% | +1.7% | +0.3% |
| 1Y | +11.0% | -1.7% | +12.7% | +10.8% |
| 3Y | +130.3% | +18.4% | +111.9% | +106.3% |
| 5Y | +61.3% | -26.3% | +87.6% | +76.4% |
| 10Y | +89.6% | +123.3% | -33.7% | +81.2% |
| All | +89.6% | +117.1% | -27.5% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling