+565.8%
PLTR vs FHN
+88.9%
+476.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.9% |
| 7D | -5.3% | +2.7% | -8.0% | -6.3% |
| 30D | -1.0% | -3.1% | +2.1% | +0.1% |
| 3M | +24.8% | +2.3% | +22.4% | +23.2% |
| 6M | +8.4% | +9.7% | -1.4% | +3.7% |
| YTD | -4.2% | +4.7% | -8.9% | -6.8% |
| 1Y | +9.1% | +13.8% | -4.7% | +2.4% |
| 3Y | +1,025.6% | +131.6% | +894.0% | +751.2% |
| 5Y | +565.8% | +91.1% | +474.6% | +394.3% |
| All | +565.8% | +88.9% | +476.8% | +394.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling