+10,545.1%
LIN vs FHN
+710.5%
+9,834.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -2.1% | +1.2% | -3.3% | -2.4% |
| 30D | -2.4% | -4.7% | +2.3% | -1.3% |
| 3M | -5.6% | +3.5% | -9.1% | -6.5% |
| 6M | -3.4% | +7.8% | -11.2% | -5.4% |
| YTD | +13.1% | +5.9% | +7.2% | +10.9% |
| 1Y | +2.5% | +12.5% | -10.0% | -1.3% |
| 3Y | +27.6% | +117.2% | -89.6% | +1.7% |
| 5Y | +63.0% | +86.5% | -23.5% | +27.5% |
| 10Y | +359.3% | +125.7% | +233.5% | +215.9% |
| All | +10,545.1% | +710.5% | +9,834.6% | +3,931.7% |
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