+51.9%
AMZN vs FRSH
-72.5%
+124.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | -0.7% | -6.6% | +5.9% | +1.1% |
| 30D | -3.9% | +2.1% | -6.0% | -4.8% |
| 3M | +6.3% | +29.0% | -22.6% | -1.5% |
| 6M | +20.8% | +48.6% | -27.9% | +6.3% |
| YTD | +11.2% | -2.9% | +14.2% | +9.4% |
| 1Y | +11.7% | -7.9% | +19.6% | +11.2% |
| 3Y | +79.4% | -46.5% | +126.0% | +99.6% |
| All | +51.9% | -72.5% | +124.4% | +45.4% |
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 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