+417.5%
LIN vs FHN
+109.0%
+308.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +0.2% | -1.0% | +1.2% | +0.4% |
| 30D | +6.5% | +0.2% | +6.2% | +6.4% |
| 3M | +5.5% | -9.0% | +14.5% | +7.4% |
| 6M | +3.3% | -6.8% | +10.2% | +4.6% |
| YTD | +22.0% | -1.5% | +23.5% | +21.8% |
| 1Y | +25.7% | +10.9% | +14.8% | +22.2% |
| 3Y | +36.2% | +119.4% | -83.1% | +11.5% |
| 5Y | +66.1% | +57.5% | +8.5% | +39.1% |
| All | +417.5% | +109.0% | +308.5% | +283.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling