-76.1%
PLTD vs FHN
+18.4%
-94.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -3.4% |
| 7D | +13.7% | -1.0% | +14.7% | +13.1% |
| 30D | +18.4% | +0.2% | +18.2% | +18.8% |
| 3M | -7.5% | -9.0% | +1.5% | -13.5% |
| 6M | -31.3% | -6.8% | -24.5% | -34.5% |
| YTD | -15.4% | -1.5% | -13.9% | -15.0% |
| 1Y | -18.4% | +10.9% | -29.4% | -8.1% |
| All | -76.1% | +18.4% | -94.5% | -64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling