+71.1%
NEE vs FHN
+130.0%
-59.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | -3.4% | +1.3% | -4.6% | -3.5% |
| 30D | +9.0% | +2.8% | +6.2% | +8.8% |
| 3M | +0.2% | -8.9% | +9.1% | +0.8% |
| 6M | -8.5% | -0.7% | -7.8% | -8.5% |
| YTD | +8.6% | +0.1% | +8.5% | +8.4% |
| 1Y | +2.2% | +10.4% | -8.2% | +1.3% |
| All | +71.1% | +130.0% | -59.0% | +41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling