+29.5%
TECH vs FHN
+131.2%
-101.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | -0.1% |
| 7D | +0.1% | +2.1% | -2.0% | -0.7% |
| 30D | +0.5% | +3.8% | -3.3% | -1.1% |
| 3M | +1.1% | -8.9% | +10.0% | +4.8% |
| 6M | +62.8% | +1.8% | +61.0% | +61.1% |
| YTD | +24.5% | +0.6% | +23.9% | +23.4% |
| 1Y | +20.6% | +12.9% | +7.7% | +14.2% |
| 3Y | +29.5% | +126.4% | -96.9% | -11.5% |
| All | +29.5% | +131.2% | -101.7% | -11.5% |
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