+11,518.3%
LIN vs FHN
+656.6%
+10,861.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | 0.0% |
| 7D | +3.6% | -2.3% | +5.9% | +4.2% |
| 30D | +6.4% | -0.9% | +7.3% | +6.6% |
| 3M | +6.5% | -11.0% | +17.5% | +9.4% |
| 6M | +4.9% | -5.4% | +10.3% | +6.0% |
| YTD | +23.4% | -1.2% | +24.6% | +23.0% |
| 1Y | +26.3% | +10.5% | +15.8% | +22.4% |
| 3Y | +38.0% | +115.1% | -77.1% | +10.3% |
| 5Y | +68.0% | +58.1% | +9.9% | +37.2% |
| 10Y | +437.1% | +114.9% | +322.3% | +273.8% |
| All | +11,518.3% | +656.6% | +10,861.8% | +4,371.4% |
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 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