+61.4%
AG vs FRSH
-72.5%
+133.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | -6.7% | -6.6% | -0.1% | -5.8% |
| 30D | +2.2% | +2.1% | +0.1% | +1.7% |
| 3M | +15.7% | +29.0% | -13.3% | +10.5% |
| 6M | -23.8% | +48.6% | -72.4% | -29.4% |
| YTD | +17.6% | -2.9% | +20.6% | +16.5% |
| 1Y | +88.6% | -7.9% | +96.5% | +88.1% |
| 3Y | +253.4% | -46.5% | +299.9% | +276.0% |
| All | +61.4% | -72.5% | +133.9% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling