+130.5%
BP vs FRSH
-72.6%
+203.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | +5.7% | -11.2% | +16.9% | +6.4% |
| 30D | +8.1% | -0.8% | +8.9% | +8.0% |
| 3M | +8.6% | +26.4% | -17.8% | +6.9% |
| 6M | +18.1% | +48.4% | -30.2% | +15.0% |
| YTD | +37.6% | -3.1% | +40.7% | +37.2% |
| 1Y | +39.4% | -8.7% | +48.1% | +39.4% |
| 3Y | +40.1% | -45.8% | +85.9% | +42.8% |
| All | +130.5% | -72.6% | +203.0% | +127.7% |
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