-46.6%
FRSH vs DAR
+7.7%
-54.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | -11.2% | +0.9% | -12.1% | -11.4% |
| 30D | -0.8% | +6.4% | -7.3% | -2.3% |
| 3M | +26.4% | +13.2% | +13.2% | +22.4% |
| 6M | +48.4% | +26.2% | +22.2% | +39.5% |
| YTD | -3.1% | +84.4% | -87.5% | -17.7% |
| 1Y | -8.7% | +112.0% | -120.7% | -26.1% |
| All | -46.6% | +7.7% | -54.3% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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