+1,330.2%
BE vs FRSH
-72.5%
+1,402.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | +9.0% | -6.6% | +15.6% | +11.1% |
| 30D | +16.3% | +2.1% | +14.2% | +14.4% |
| 3M | +10.8% | +29.0% | -18.2% | -1.7% |
| 6M | +73.2% | +48.6% | +24.6% | +42.3% |
| YTD | +217.4% | -2.9% | +220.3% | +199.3% |
| 1Y | +309.8% | -7.9% | +317.7% | +291.8% |
| 3Y | +1,726.2% | -46.5% | +1,772.7% | +1,985.3% |
| All | +1,330.2% | -72.5% | +1,402.7% | +1,667.9% |
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