+148.3%
ALL vs FRSH
-46.5%
+194.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -4.3% | -11.2% | +6.9% | -3.6% |
| 30D | -3.6% | -0.8% | -2.7% | -3.6% |
| 3M | +13.2% | +26.4% | -13.2% | +11.7% |
| 6M | +22.5% | +48.4% | -25.9% | +19.8% |
| YTD | +22.7% | -3.1% | +25.8% | +22.5% |
| 1Y | +28.3% | -8.7% | +37.0% | +28.3% |
| All | +148.3% | -46.5% | +194.8% | +149.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling