-2.2%
FRSH vs ALLY
+9.5%
-11.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.3% | -5.0% | -4.8% |
| 7D | -8.2% | +3.7% | -11.8% | -9.2% |
| 30D | +10.5% | -2.3% | +12.8% | +11.3% |
| 3M | +32.7% | +3.8% | +28.9% | +30.9% |
| 6M | +50.3% | +9.7% | +40.6% | +44.3% |
| YTD | +3.9% | -1.4% | +5.3% | +4.5% |
| 1Y | -2.2% | +8.2% | -10.4% | -3.3% |
| All | -2.2% | +9.5% | -11.7% | -3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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