+143.6%
ETR vs FRSH
-46.4%
+190.0%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -1.8% | -6.6% | +4.8% | -1.8% |
| 30D | -1.8% | +2.1% | -3.9% | -1.8% |
| 3M | -3.6% | +29.0% | -32.5% | -3.7% |
| 6M | +2.6% | +48.6% | -46.0% | +2.1% |
| YTD | +16.0% | -2.9% | +19.0% | +17.0% |
| 1Y | +20.1% | -7.9% | +28.0% | +21.3% |
| 3Y | +143.6% | -46.5% | +190.1% | +151.5% |
| All | +143.6% | -46.4% | +190.0% | +151.5% |
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