+253.8%
AMAT vs FRSH
-72.4%
+326.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.6% |
| 7D | +6.9% | -9.6% | +16.5% | +9.0% |
| 30D | -10.1% | -0.4% | -9.7% | -10.5% |
| 3M | -6.0% | +27.2% | -33.2% | -12.3% |
| 6M | +38.6% | +42.2% | -3.5% | +24.5% |
| YTD | +83.1% | -2.6% | +85.7% | +78.7% |
| 1Y | +188.3% | -10.2% | +198.5% | +187.0% |
| 3Y | +225.3% | -45.5% | +270.9% | +254.2% |
| All | +253.8% | -72.4% | +326.3% | +254.5% |
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