+136.4%
BAC vs FRSH
-46.2%
+182.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.9% | +0.6% |
| 7D | +0.6% | -9.6% | +10.2% | +2.0% |
| 30D | -1.4% | -0.4% | -0.9% | -1.5% |
| 3M | +15.7% | +27.2% | -11.4% | +10.9% |
| 6M | +32.2% | +42.2% | -10.0% | +23.6% |
| YTD | +15.8% | -2.6% | +18.4% | +14.7% |
| 1Y | +27.3% | -10.2% | +37.4% | +27.7% |
| All | +136.4% | -46.2% | +182.7% | +148.8% |
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 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