+105.9%
GILD vs FHN
+129.5%
-23.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -4.8% | -1.2% | -3.6% | -4.7% |
| 30D | +5.8% | -4.8% | +10.6% | +6.4% |
| 3M | +14.9% | -0.7% | +15.7% | +14.9% |
| 6M | -0.4% | +10.6% | -11.0% | -1.9% |
| YTD | +18.5% | +4.6% | +13.9% | +17.3% |
| 1Y | +25.1% | +11.4% | +13.8% | +22.5% |
| 3Y | +105.9% | +132.3% | -26.4% | +72.5% |
| All | +105.9% | +129.5% | -23.6% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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