-99.5%
SPXU vs FHN
+128.3%
-227.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.8% |
| 7D | +2.5% | -1.2% | +3.7% | +1.6% |
| 30D | +4.2% | -4.8% | +9.0% | +0.7% |
| 3M | -9.3% | -0.7% | -8.5% | -9.5% |
| 6M | -30.7% | +10.6% | -41.3% | -24.5% |
| YTD | -28.1% | +4.6% | -32.7% | -24.2% |
| 1Y | -35.2% | +11.4% | -46.6% | -27.8% |
| 3Y | -79.9% | +132.3% | -212.2% | -56.3% |
| 5Y | -86.4% | +90.2% | -176.5% | -69.8% |
| All | -99.5% | +128.3% | -227.8% | -97.6% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling