-33.3%
PLTD vs FHN
+13.2%
-46.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +5.9% | +1.2% | +4.8% | +6.3% |
| 30D | -11.6% | -4.7% | -6.9% | -12.9% |
| 3M | -29.9% | +3.5% | -33.5% | -29.0% |
| 6M | -28.5% | +7.8% | -36.4% | -25.8% |
| YTD | -20.4% | +5.9% | -26.3% | -17.9% |
| 1Y | -33.3% | +12.5% | -45.7% | -28.6% |
| All | -33.3% | +13.2% | -46.4% | -28.6% |
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