+71.1%
ACWI vs FRSH
-72.4%
+143.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | 0.0% | -9.6% | +9.5% | +1.2% |
| 30D | -0.6% | -0.4% | -0.2% | -0.7% |
| 3M | +4.3% | +27.2% | -22.9% | +0.6% |
| 6M | +12.7% | +42.2% | -29.5% | +6.6% |
| YTD | +13.9% | -2.6% | +16.5% | +13.0% |
| 1Y | +20.5% | -10.2% | +30.7% | +20.7% |
| 3Y | +76.5% | -45.5% | +122.0% | +84.8% |
| All | +71.1% | -72.4% | +143.5% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 10y: compounded portfolio wealth divided by compounded FRSH 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…
10y analysis · Full analysis span regression · 6 months rolling