-74.9%
FRSH vs WCN
+28.9%
-103.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.7% |
| 7D | -9.6% | -1.7% | -7.8% | -8.5% |
| 30D | -0.4% | -3.0% | +2.6% | +1.6% |
| 3M | +27.2% | +2.5% | +24.6% | +25.4% |
| 6M | +42.2% | -5.7% | +47.9% | +47.0% |
| YTD | -2.6% | -7.4% | +4.8% | +1.7% |
| 1Y | -10.2% | -8.6% | -1.5% | -5.8% |
| 3Y | -45.5% | +19.4% | -64.9% | -57.6% |
| All | -74.9% | +28.9% | -103.8% | -82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling