+18.3%
NOW vs FHN
+118.6%
-100.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -2.4% | +1.2% | -3.6% | -2.7% |
| 30D | +20.5% | -4.7% | +25.2% | +22.1% |
| 3M | +18.3% | +3.5% | +14.8% | +16.8% |
| 6M | +24.1% | +7.8% | +16.2% | +20.3% |
| YTD | -7.8% | +5.9% | -13.7% | -10.5% |
| 1Y | -21.4% | +12.5% | -33.9% | -25.8% |
| All | +18.3% | +118.6% | -100.3% | -11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling