+504.6%
NOW vs FHN
+106.3%
+398.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.4% | +0.4% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | -27.0% | +1.9% | -29.0% | -27.4% |
| 3M | -17.7% | -6.9% | -10.8% | -16.8% |
| 6M | +12.7% | -3.1% | +15.8% | +13.0% |
| YTD | -32.9% | +0.6% | -33.5% | -33.5% |
| 1Y | -40.4% | +12.4% | -52.7% | -42.2% |
| 3Y | -17.1% | +133.7% | -150.8% | -29.5% |
| 5Y | -25.7% | +61.4% | -87.0% | -34.7% |
| 10Y | +504.6% | +97.9% | +406.8% | +413.5% |
| All | +504.6% | +106.3% | +398.4% | +413.5% |
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 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