-77.7%
PLTD vs FHN
+20.3%
-98.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | 0.0% |
| 7D | -9.8% | +1.3% | -11.0% | -8.9% |
| 30D | +18.9% | +2.8% | +16.1% | +21.5% |
| 3M | -4.2% | -8.9% | +4.7% | -10.3% |
| 6M | -34.8% | -0.7% | -34.1% | -34.7% |
| YTD | -21.1% | +0.1% | -21.2% | -19.8% |
| 1Y | -19.3% | +10.4% | -29.7% | -9.9% |
| All | -77.7% | +20.3% | -98.0% | -66.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling