-2.2%
FRSH vs WCN
-8.7%
+6.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.6% | -4.4% |
| 7D | -8.2% | -0.6% | -7.5% | -7.9% |
| 30D | +10.5% | +0.4% | +10.1% | +10.4% |
| 3M | +32.7% | +7.3% | +25.4% | +31.4% |
| 6M | +50.3% | -2.5% | +52.8% | +53.4% |
| YTD | +3.9% | -5.4% | +9.3% | +4.5% |
| 1Y | -2.2% | -8.5% | +6.3% | +1.0% |
| All | -2.2% | -8.7% | +6.6% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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