+53.4%
BHP vs FRSH
+21.1%
+32.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.3% | +8.9% | +1.7% |
| 7D | -2.5% | -13.8% | +11.3% | -4.5% |
| 30D | -7.7% | +0.3% | -8.0% | -7.6% |
| 3M | -6.4% | +10.1% | -16.5% | -4.7% |
| 6M | +5.2% | +47.7% | -42.5% | +12.0% |
| YTD | +38.3% | +8.2% | +30.1% | +42.4% |
| 1Y | +53.4% | +21.4% | +32.0% | +57.3% |
| All | +53.4% | +21.1% | +32.3% | +57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling