-2.2%
FRSH vs BTG
+38.4%
-40.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.3% | -4.8% |
| 7D | -8.2% | -0.9% | -7.3% | -8.2% |
| 30D | +10.5% | +36.8% | -26.3% | +11.8% |
| 3M | +32.7% | +23.1% | +9.6% | +34.4% |
| 6M | +50.3% | +3.5% | +46.8% | +52.2% |
| YTD | +3.9% | +25.5% | -21.6% | +4.2% |
| 1Y | -2.2% | +40.1% | -42.2% | -4.0% |
| All | -2.2% | +38.4% | -40.5% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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