+50.2%
HAS vs FHN
+60.0%
-9.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +1.6% | +1.3% | +0.4% | +1.4% |
| 30D | +26.6% | +2.8% | +23.8% | +26.0% |
| 3M | +29.0% | -8.9% | +37.9% | +31.4% |
| 6M | +30.6% | -0.7% | +31.3% | +30.6% |
| YTD | +51.5% | +0.1% | +51.4% | +51.2% |
| 1Y | +58.5% | +10.4% | +48.1% | +55.1% |
| 3Y | +214.1% | +128.8% | +85.3% | +173.7% |
| 5Y | +50.2% | +61.5% | -11.2% | +33.7% |
| All | +50.2% | +60.0% | -9.7% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling