+21.4%
FRSH vs EXPD
+53.8%
-32.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.2% | -3.0% | -5.5% |
| 7D | -13.8% | +0.3% | -14.1% | -13.8% |
| 30D | +0.3% | +1.8% | -1.5% | 0.0% |
| 3M | +10.1% | +8.9% | +1.2% | +8.0% |
| 6M | +47.7% | +42.2% | +5.4% | +35.5% |
| YTD | +8.2% | +33.4% | -25.1% | +0.8% |
| 1Y | +21.4% | +47.2% | -25.7% | +10.6% |
| All | +21.4% | +53.8% | -32.4% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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