-31.8%
PLTD vs FHN
+13.8%
-45.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.0% |
| 7D | +4.5% | +2.7% | +1.9% | +5.3% |
| 30D | -0.7% | -3.1% | +2.4% | -1.6% |
| 3M | -31.0% | +2.3% | -33.4% | -30.4% |
| 6M | -24.8% | +9.7% | -34.6% | -21.2% |
| YTD | -18.6% | +4.7% | -23.3% | -16.3% |
| 1Y | -31.8% | +13.8% | -45.6% | -26.5% |
| All | -31.8% | +13.8% | -45.6% | -26.5% |
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