+504.4%
NOW vs FHN
+80.9%
+423.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | -1.7% | +1.3% | -2.9% | -1.9% |
| 30D | -27.4% | +2.8% | -30.2% | -27.8% |
| 3M | -19.4% | -8.9% | -10.5% | -18.2% |
| 6M | +13.1% | -0.7% | +13.8% | +12.9% |
| YTD | -34.3% | +0.1% | -34.4% | -34.8% |
| 1Y | -41.8% | +10.4% | -52.2% | -43.3% |
| 3Y | -20.7% | +128.8% | -149.5% | -32.5% |
| 5Y | -27.2% | +61.5% | -88.7% | -36.1% |
| All | +504.4% | +80.9% | +423.5% | +390.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling