-76.9%
PLTD vs FHN
+25.4%
-102.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.1% |
| 7D | -0.9% | 0.0% | -1.0% | -0.8% |
| 30D | +1.3% | -2.6% | +3.9% | -0.5% |
| 3M | -32.9% | 0.0% | -32.9% | -32.6% |
| 6M | -24.9% | +9.2% | -34.1% | -18.7% |
| YTD | -18.2% | +4.3% | -22.6% | -14.4% |
| 1Y | -28.7% | +10.8% | -39.5% | -20.4% |
| All | -76.9% | +25.4% | -102.4% | -64.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling