-100.0%
SPXU vs FHN
+222.6%
-322.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +0.8% |
| 7D | -1.5% | +2.7% | -4.1% | +0.8% |
| 30D | +3.7% | -3.1% | +6.8% | +1.2% |
| 3M | -9.6% | +2.3% | -11.9% | -7.6% |
| 6M | -32.4% | +9.7% | -42.1% | -25.9% |
| YTD | -28.7% | +4.7% | -33.4% | -24.2% |
| 1Y | -38.2% | +13.8% | -52.0% | -28.9% |
| 3Y | -80.4% | +131.6% | -212.0% | -52.2% |
| 5Y | -86.0% | +91.1% | -177.2% | -66.0% |
| 10Y | -99.5% | +126.6% | -226.2% | -97.1% |
| All | -100.0% | +222.6% | -322.6% | -99.9% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling