+173.8%
CAH vs FRSH
-46.4%
+220.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -5.1% | -6.6% | +1.5% | -5.1% |
| 30D | +0.2% | +2.1% | -1.9% | +0.2% |
| 3M | +6.3% | +29.0% | -22.7% | +6.2% |
| 6M | +9.4% | +48.6% | -39.2% | +9.3% |
| YTD | +15.0% | -2.9% | +17.9% | +15.5% |
| 1Y | +55.4% | -7.9% | +63.3% | +56.3% |
| 3Y | +173.8% | -46.5% | +220.3% | +170.5% |
| All | +173.8% | -46.4% | +220.2% | +170.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling