+3,444.2%
LNT vs FHN
+1,728.2%
+1,716.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +1.0% | +2.1% | -1.1% | +0.7% |
| 30D | +9.6% | +3.8% | +5.8% | +9.0% |
| 3M | +5.4% | -8.9% | +14.3% | +6.8% |
| 6M | +3.1% | +1.8% | +1.3% | +2.8% |
| YTD | +16.5% | +0.6% | +15.9% | +16.1% |
| 1Y | +12.3% | +12.9% | -0.6% | +10.0% |
| 3Y | +70.3% | +126.4% | -56.1% | +48.5% |
| 5Y | +56.4% | +62.3% | -5.9% | +38.7% |
| 10Y | +184.3% | +84.0% | +100.3% | +132.7% |
| All | +3,444.2% | +1,728.2% | +1,716.0% | +1,895.4% |
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