-46.5%
FRSH vs BRKR
-11.8%
-34.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -6.6% | -8.7% | +2.1% | -4.7% |
| 30D | +2.1% | -9.9% | +12.0% | +4.3% |
| 3M | +29.0% | -3.1% | +32.0% | +26.6% |
| 6M | +48.6% | +45.5% | +3.1% | +26.9% |
| YTD | -2.9% | +13.7% | -16.6% | -10.5% |
| 1Y | -7.9% | +67.4% | -75.3% | -26.4% |
| 3Y | -46.5% | -13.2% | -33.3% | -47.5% |
| All | -46.5% | -11.8% | -34.7% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 3y: compounded portfolio wealth divided by compounded BRKR 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…
3y analysis · Full analysis span regression · 6 months rolling