+14.8%
FRSH vs PSLV
+6.6%
+8.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -4.3% |
| 7D | -15.4% | -0.1% | -15.3% | -15.3% |
| 30D | -7.7% | -15.6% | +7.9% | -9.1% |
| 3M | +10.2% | -16.6% | +26.9% | +8.6% |
| 6M | +38.2% | -28.5% | +66.7% | +34.6% |
| YTD | +3.7% | -28.7% | +32.3% | +1.6% |
| 1Y | +14.8% | +5.8% | +9.1% | +18.8% |
| All | +14.8% | +6.6% | +8.2% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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