+10.9%
ZBRA vs FHN
+10.7%
+0.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.5% |
| 7D | -3.4% | -1.9% | -1.5% | -2.4% |
| 30D | -7.4% | -5.4% | -2.0% | -4.5% |
| 3M | +57.5% | -1.4% | +58.9% | +59.3% |
| 6M | +64.0% | +9.9% | +54.1% | +57.1% |
| YTD | +44.3% | +3.9% | +40.4% | +42.0% |
| 1Y | +10.9% | +10.6% | +0.3% | +6.6% |
| All | +10.9% | +10.7% | +0.1% | +6.6% |
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