+14,729.7%
INTU vs FHN
+499.9%
+14,229.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.4% | -3.7% |
| 7D | +0.1% | -1.0% | +1.1% | +0.4% |
| 30D | +15.4% | +0.2% | +15.2% | +15.4% |
| 3M | +6.6% | -9.0% | +15.6% | +9.0% |
| 6M | -11.3% | -6.8% | -4.5% | -10.0% |
| YTD | -47.7% | -1.5% | -46.2% | -47.9% |
| 1Y | -47.0% | +10.9% | -58.0% | -48.8% |
| 3Y | -29.9% | +119.4% | -149.3% | -43.7% |
| 5Y | -42.2% | +57.5% | -99.8% | -52.1% |
| 10Y | +251.7% | +114.1% | +137.5% | +146.9% |
| All | +14,729.7% | +499.9% | +14,229.8% | +6,713.3% |
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