-40.7%
NOW vs FHN
+11.9%
-52.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.4% | +1.2% |
| 7D | -3.1% | -0.5% | -2.6% | -3.2% |
| 30D | -27.0% | +1.9% | -29.0% | -26.6% |
| 3M | -17.7% | -6.9% | -10.8% | -18.5% |
| 6M | +12.7% | -3.1% | +15.8% | +12.5% |
| YTD | -32.9% | +0.6% | -33.5% | -33.2% |
| All | -40.7% | +11.9% | -52.6% | -43.0% |
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