+2,360.3%
FIX vs FRSH
-72.5%
+2,432.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.3% |
| 7D | +5.0% | -6.6% | +11.6% | +5.9% |
| 30D | -2.7% | +2.1% | -4.8% | -3.3% |
| 3M | -8.2% | +29.0% | -37.2% | -12.4% |
| 6M | +20.3% | +48.6% | -28.4% | +11.2% |
| YTD | +81.4% | -2.9% | +84.4% | +79.0% |
| 1Y | +121.5% | -7.9% | +129.4% | +120.4% |
| 3Y | +807.4% | -46.5% | +853.9% | +869.1% |
| All | +2,360.3% | -72.5% | +2,432.8% | +2,488.2% |
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