-40.3%
NOW vs FHN
+10.5%
-50.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.1% |
| 7D | -5.6% | -0.9% | -4.7% | -5.8% |
| 30D | -26.8% | +2.0% | -28.8% | -26.4% |
| 3M | -19.4% | -6.8% | -12.6% | -20.2% |
| 6M | +12.3% | -0.8% | +13.1% | +12.6% |
| YTD | -32.9% | +0.6% | -33.5% | -33.2% |
| 1Y | -40.3% | +11.5% | -51.8% | -42.4% |
| All | -40.3% | +10.5% | -50.8% | -42.4% |
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