+56.8%
LNT vs FHN
+61.0%
-4.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.2% | -0.9% | +0.7% | -0.1% |
| 30D | +11.6% | +2.0% | +9.6% | +11.4% |
| 3M | +8.2% | -6.8% | +15.0% | +8.7% |
| 6M | +3.1% | -0.8% | +3.9% | +3.2% |
| YTD | +16.8% | +0.6% | +16.2% | +16.6% |
| 1Y | +11.6% | +11.5% | +0.1% | +10.5% |
| 3Y | +67.4% | +130.0% | -62.6% | +56.9% |
| 5Y | +56.8% | +60.8% | -4.0% | +51.1% |
| All | +56.8% | +61.0% | -4.2% | +51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling