+43.0%
BEN vs FRSH
-72.4%
+115.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | +3.4% | -9.6% | +12.9% | +5.3% |
| 30D | +1.8% | -0.4% | +2.2% | +1.6% |
| 3M | +8.4% | +27.2% | -18.8% | +2.6% |
| 6M | +35.6% | +42.2% | -6.6% | +24.6% |
| YTD | +46.4% | -2.6% | +49.0% | +44.3% |
| 1Y | +46.3% | -10.2% | +56.5% | +46.4% |
| 3Y | +54.6% | -45.5% | +100.1% | +66.3% |
| All | +43.0% | -72.4% | +115.5% | +50.3% |
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