+24.0%
LIN vs FHN
+10.6%
+13.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +2.0% | +0.9% | +1.1% | +2.0% |
| 30D | +7.9% | +2.1% | +5.8% | +7.8% |
| 3M | +6.3% | -6.0% | +12.3% | +6.4% |
| 6M | +6.5% | -2.9% | +9.4% | +6.7% |
| YTD | +23.6% | +0.7% | +22.9% | +23.0% |
| All | +24.0% | +10.6% | +13.4% | +20.8% |
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