-7.9%
FRSH vs INDA
-8.4%
+0.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -6.6% | -2.7% | -3.9% | -6.3% |
| 30D | +2.1% | -2.8% | +4.9% | +2.5% |
| 3M | +29.0% | +1.6% | +27.3% | +28.8% |
| 6M | +48.6% | -1.4% | +50.0% | +48.4% |
| YTD | -2.9% | -10.1% | +7.2% | -2.4% |
| 1Y | -7.9% | -8.8% | +0.9% | -8.3% |
| All | -7.9% | -8.4% | +0.5% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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