+1.2%
EXE vs FRSH
-9.2%
+10.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -3.1% | -6.6% | +3.5% | -2.9% |
| 30D | -0.9% | +2.1% | -3.0% | -1.0% |
| 3M | +9.6% | +29.0% | -19.4% | +8.4% |
| 6M | -11.6% | +48.6% | -60.2% | -13.3% |
| YTD | -12.6% | -2.9% | -9.6% | -10.9% |
| 1Y | +1.2% | -7.9% | +9.1% | -2.8% |
| All | +1.2% | -9.2% | +10.3% | -2.8% |
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