+26.0%
V vs FHN
+10.6%
+15.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +0.8% | +0.9% | -0.1% | +0.6% |
| 30D | +9.9% | +2.1% | +7.9% | +9.5% |
| 3M | +17.5% | -6.0% | +23.5% | +18.9% |
| 6M | +33.5% | -2.9% | +36.4% | +33.8% |
| YTD | +21.6% | +0.7% | +20.9% | +20.2% |
| All | +26.0% | +10.6% | +15.4% | +21.6% |
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