+713.5%
FLEX vs FRSH
-72.4%
+785.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | +6.4% | -9.6% | +15.9% | +8.0% |
| 30D | -5.9% | -0.4% | -5.4% | -6.1% |
| 3M | -23.5% | +27.2% | -50.6% | -27.3% |
| 6M | +83.7% | +42.2% | +41.5% | +68.9% |
| YTD | +86.5% | -2.6% | +89.1% | +83.4% |
| 1Y | +100.5% | -10.2% | +110.7% | +100.3% |
| 3Y | +469.8% | -45.5% | +515.4% | +510.0% |
| All | +713.5% | -72.4% | +785.9% | +692.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling