+59.7%
HAS vs FHN
+11.9%
+47.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +0.8% |
| 7D | +2.2% | -0.5% | +2.6% | +2.4% |
| 30D | +29.6% | +1.9% | +27.6% | +28.5% |
| 3M | +30.3% | -6.9% | +37.2% | +33.6% |
| 6M | +25.6% | -3.1% | +28.7% | +26.8% |
| YTD | +50.8% | +0.6% | +50.2% | +46.3% |
| All | +59.7% | +11.9% | +47.8% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling