+5,377.6%
GRMN vs FHN
+98.9%
+5,278.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -0.9% | +2.1% | -3.0% | -1.4% |
| 30D | +1.2% | +3.8% | -2.6% | +0.3% |
| 3M | -8.9% | -8.9% | 0.0% | -6.7% |
| 6M | +23.0% | +1.8% | +21.2% | +22.3% |
| YTD | +41.2% | +0.6% | +40.6% | +40.7% |
| 1Y | +47.5% | +12.9% | +34.6% | +42.6% |
| 3Y | +155.8% | +126.4% | +29.4% | +105.4% |
| 5Y | +120.2% | +62.3% | +57.9% | +81.4% |
| 10Y | +629.9% | +84.0% | +545.9% | +435.1% |
| All | +5,377.6% | +98.9% | +5,278.8% | +3,299.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling