+28.0%
NBIS vs FHN
+14.6%
+13.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.7% | -8.3% | -7.3% |
| 7D | -22.4% | +2.3% | -24.7% | -23.1% |
| 30D | -39.1% | +1.6% | -40.8% | -39.6% |
| 3M | -37.3% | -8.4% | -28.9% | -34.9% |
| 6M | -19.8% | -2.3% | -17.5% | -18.3% |
| YTD | +69.1% | +1.5% | +67.6% | +66.5% |
| 1Y | +28.0% | +15.0% | +13.0% | +19.3% |
| All | +28.0% | +14.6% | +13.4% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling