-2.2%
FRSH vs TMF
-15.2%
+13.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -4.7% |
| 7D | -8.2% | -1.4% | -6.7% | -8.1% |
| 30D | +10.5% | -2.8% | +13.3% | +10.3% |
| 3M | +32.7% | -10.9% | +43.7% | +32.3% |
| 6M | +50.3% | -21.3% | +71.6% | +50.0% |
| YTD | +3.9% | -15.9% | +19.8% | +4.2% |
| 1Y | -2.2% | -15.7% | +13.6% | -0.9% |
| All | -2.2% | -15.2% | +13.1% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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