-2.2%
FRSH vs MDY
+17.9%
-20.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.8% |
| 7D | -8.2% | +0.1% | -8.3% | -8.2% |
| 30D | +10.5% | -1.5% | +12.0% | +11.0% |
| 3M | +32.7% | +0.8% | +32.0% | +32.2% |
| 6M | +50.3% | +7.4% | +42.9% | +45.3% |
| YTD | +3.9% | +15.2% | -11.3% | -3.9% |
| 1Y | -2.2% | +16.5% | -18.7% | -11.4% |
| All | -2.2% | +17.9% | -20.1% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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