+69.6%
BHP vs FRSH
-3.3%
+72.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.9% |
| 7D | -2.9% | -8.2% | +5.3% | -3.9% |
| 30D | +3.4% | +10.5% | -7.1% | +4.8% |
| 3M | +4.1% | +32.7% | -28.7% | +7.8% |
| 6M | +20.6% | +50.3% | -29.7% | +27.5% |
| YTD | +56.1% | +3.9% | +52.1% | +60.5% |
| 1Y | +69.6% | -2.2% | +71.8% | +69.2% |
| All | +69.6% | -3.3% | +72.9% | +69.2% |
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