-71.0%
DOCS vs FRSH
-72.0%
+1.0%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.9% | -2.4% | -5.4% |
| 7D | -7.3% | -10.1% | +2.8% | -3.4% |
| 30D | -10.9% | +2.2% | -13.1% | -11.5% |
| 3M | +20.3% | +28.6% | -8.3% | +9.4% |
| 6M | -3.6% | +40.2% | -43.8% | -15.6% |
| YTD | -44.9% | -1.2% | -43.6% | -45.6% |
| 1Y | -64.9% | -7.9% | -57.0% | -64.6% |
| 3Y | +7.6% | -44.7% | +52.4% | +23.9% |
| All | -71.0% | -72.0% | +1.0% | -69.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling