+7.9%
ZBH vs FHN
+14.6%
-6.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +1.7% | +11.8% | +13.0% |
| 7D | +14.3% | +2.3% | +12.0% | +13.6% |
| 30D | +20.3% | +1.6% | +18.7% | +19.8% |
| 3M | +15.3% | -8.4% | +23.6% | +17.3% |
| 6M | +33.9% | -2.3% | +36.2% | +34.5% |
| YTD | +23.5% | +1.5% | +22.0% | +22.3% |
| 1Y | +7.9% | +15.0% | -7.1% | +5.5% |
| All | +7.9% | +14.6% | -6.7% | +5.5% |
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 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