+49.3%
AMZN vs FRSH
-72.4%
+121.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | -1.0% | -9.6% | +8.5% | +1.6% |
| 30D | -9.2% | -0.4% | -8.8% | -9.4% |
| 3M | +3.4% | +27.2% | -23.8% | -3.9% |
| 6M | +18.2% | +42.2% | -24.0% | +5.4% |
| YTD | +9.3% | -2.6% | +12.0% | +7.4% |
| 1Y | +5.9% | -10.2% | +16.1% | +6.3% |
| 3Y | +82.6% | -45.5% | +128.1% | +102.0% |
| All | +49.3% | -72.4% | +121.8% | +42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling