-16.8%
PLTD vs FHN
+10.5%
-27.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -2.0% |
| 7D | -1.6% | -0.9% | -0.7% | -1.6% |
| 30D | +18.5% | +2.0% | +16.4% | +18.9% |
| 3M | -2.4% | -6.8% | +4.4% | -3.8% |
| 6M | -34.6% | -0.8% | -33.8% | -34.3% |
| YTD | -21.4% | +0.6% | -22.0% | -19.7% |
| 1Y | -16.8% | +11.5% | -28.3% | -10.5% |
| All | -16.8% | +10.5% | -27.2% | -10.5% |
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