+132.3%
FHN vs UUUU
+74.5%
+57.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.0% | +4.5% | -0.2% |
| 7D | -1.2% | -10.5% | +9.3% | -0.5% |
| 30D | -4.8% | -10.5% | +5.7% | -4.3% |
| 3M | -0.7% | -14.1% | +13.4% | -0.1% |
| 6M | +10.6% | -35.5% | +46.1% | +12.9% |
| YTD | +4.6% | -10.9% | +15.5% | +3.5% |
| 1Y | +11.4% | +3.4% | +8.0% | +8.2% |
| 3Y | +132.3% | +73.1% | +59.1% | +104.8% |
| All | +132.3% | +74.5% | +57.7% | +104.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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