-37.4%
PTC vs FHN
+13.8%
-51.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.4% | -5.5% |
| 7D | -12.8% | +2.7% | -15.5% | -12.8% |
| 30D | -9.8% | -3.1% | -6.7% | -9.7% |
| 3M | -2.1% | +2.3% | -4.4% | -2.8% |
| 6M | -18.1% | +9.7% | -27.8% | -20.1% |
| YTD | -23.5% | +4.7% | -28.2% | -24.8% |
| 1Y | -37.4% | +13.8% | -51.1% | -39.2% |
| All | -37.4% | +13.8% | -51.2% | -39.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling