+25.5%
FHN vs PLTU
+140.2%
-114.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | 0.0% | -0.8% | +0.8% | 0.0% |
| 30D | -2.6% | -8.8% | +6.2% | -2.3% |
| 3M | 0.0% | +41.7% | -41.6% | -4.5% |
| 6M | +9.2% | -9.3% | +18.5% | +7.0% |
| YTD | +4.3% | -35.2% | +39.6% | +4.6% |
| 1Y | +10.8% | -29.5% | +40.2% | +8.2% |
| All | +25.5% | +140.2% | -114.7% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling