+140,402.7%
UNH vs FHN
+1,728.2%
+138,674.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +3.4% | +2.1% | +1.3% | +2.9% |
| 30D | +3.0% | +3.8% | -0.8% | +2.1% |
| 3M | +2.7% | -8.9% | +11.7% | +5.0% |
| 6M | +2.8% | +1.8% | +1.0% | +2.2% |
| YTD | +25.9% | +0.6% | +25.3% | +25.2% |
| 1Y | +25.8% | +12.9% | +12.9% | +21.6% |
| 3Y | -20.0% | +126.4% | -146.4% | -36.4% |
| 5Y | -2.8% | +62.3% | -65.1% | -21.0% |
| 10Y | +228.7% | +84.0% | +144.7% | +138.5% |
| All | +140,402.7% | +1,728.2% | +138,674.6% | +24,906.0% |
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