-75.0%
FRSH vs BB
-20.6%
-54.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | +0.5% |
| 7D | -11.2% | -2.1% | -9.1% | -10.5% |
| 30D | -0.8% | -16.0% | +15.2% | +5.7% |
| 3M | +26.4% | -14.5% | +40.9% | +29.2% |
| 6M | +48.4% | +118.6% | -70.2% | -2.4% |
| YTD | -3.1% | +98.9% | -102.0% | -33.3% |
| 1Y | -8.7% | +99.5% | -108.2% | -38.5% |
| 3Y | -45.8% | +65.4% | -111.1% | -64.8% |
| All | -75.0% | -20.6% | -54.4% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 all: compounded portfolio wealth divided by compounded BB 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…
all analysis · Full analysis span regression · 6 months rolling