+420.4%
ASX vs FRSH
-70.7%
+491.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | +4.6% | +7.8% | +11.5% |
| 30D | -19.8% | -7.5% | -12.4% | -18.8% |
| 3M | -10.3% | -0.1% | -10.2% | -10.8% |
| 6M | +1.2% | +54.5% | -53.3% | -8.4% |
| YTD | +123.0% | +3.4% | +119.6% | +116.4% |
| 1Y | +145.4% | +6.4% | +139.1% | +136.4% |
| 3Y | +368.6% | -26.3% | +394.9% | +373.0% |
| 5Y | +486.0% | -66.4% | +552.4% | +487.1% |
| All | +420.4% | -70.7% | +491.1% | +423.3% |
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