+26.0%
TECH vs FHN
+114.0%
-88.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.2% | -1.0% | +1.2% | +0.5% |
| 30D | +0.3% | +0.2% | +0.1% | +0.2% |
| 3M | +1.3% | -9.0% | +10.3% | +5.0% |
| 6M | +54.0% | -6.8% | +60.8% | +57.8% |
| YTD | +24.3% | -1.5% | +25.8% | +24.3% |
| 1Y | +25.8% | +10.9% | +14.9% | +19.9% |
| 3Y | +26.0% | +119.4% | -93.4% | -15.3% |
| All | +26.0% | +114.0% | -88.0% | -15.3% |
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 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