-7.9%
FRSH vs MDY
+14.6%
-22.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -6.6% | -1.9% | -4.7% | -5.9% |
| 30D | +2.1% | -4.6% | +6.7% | +3.9% |
| 3M | +29.0% | -1.2% | +30.2% | +29.3% |
| 6M | +48.6% | +9.2% | +39.4% | +40.3% |
| YTD | -2.9% | +13.1% | -16.0% | -10.2% |
| 1Y | -7.9% | +13.0% | -20.9% | -15.3% |
| All | -7.9% | +14.6% | -22.5% | -15.3% |
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