+3,155.8%
LNT vs FHN
+1,824.4%
+1,331.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -0.1% | +1.2% | -1.3% | -0.3% |
| 30D | -3.2% | -4.7% | +1.5% | -2.5% |
| 3M | -4.1% | +3.5% | -7.6% | -4.6% |
| 6M | -4.6% | +7.8% | -12.4% | -5.7% |
| YTD | +7.0% | +5.9% | +1.1% | +5.9% |
| 1Y | +8.3% | +12.5% | -4.2% | +6.0% |
| 3Y | +51.0% | +117.2% | -66.2% | +32.4% |
| 5Y | +30.2% | +86.5% | -56.4% | +12.9% |
| 10Y | +143.6% | +125.7% | +17.9% | +93.0% |
| All | +3,155.8% | +1,824.4% | +1,331.4% | +1,719.9% |
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