+417.3%
LIN vs FHN
+106.3%
+311.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.5% |
| 7D | +0.1% | -0.5% | +0.6% | +0.2% |
| 30D | +7.6% | +1.9% | +5.6% | +7.1% |
| 3M | +6.5% | -6.9% | +13.5% | +8.0% |
| 6M | +6.2% | -3.1% | +9.3% | +6.6% |
| YTD | +23.2% | +0.6% | +22.7% | +22.4% |
| 1Y | +25.4% | +12.4% | +13.1% | +21.6% |
| 3Y | +38.3% | +133.7% | -95.4% | +11.5% |
| 5Y | +64.4% | +61.4% | +3.1% | +36.9% |
| 10Y | +417.3% | +97.9% | +319.5% | +294.4% |
| All | +417.3% | +106.3% | +311.1% | +294.4% |
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