+81.4%
FHN vs WCC
+431.3%
-349.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.3% |
| 7D | +2.1% | +9.9% | -7.8% | -2.4% |
| 30D | +3.8% | -8.4% | +12.2% | +6.5% |
| 3M | -8.9% | -10.3% | +1.4% | -6.5% |
| 6M | +1.8% | -10.5% | +12.3% | +2.7% |
| YTD | +0.6% | +32.2% | -31.6% | -17.5% |
| 1Y | +12.9% | +25.5% | -12.6% | -5.2% |
| 3Y | +126.4% | +134.7% | -8.3% | +28.6% |
| 5Y | +62.3% | +139.9% | -77.6% | -16.3% |
| All | +81.4% | +431.3% | -349.9% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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