+440.0%
GE vs FRSH
-72.5%
+512.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.0% | -6.6% | +2.6% | -3.3% |
| 30D | -11.4% | +2.1% | -13.5% | -11.8% |
| 3M | -2.6% | +29.0% | -31.6% | -6.0% |
| 6M | -0.3% | +48.6% | -49.0% | -6.0% |
| YTD | +5.4% | -2.9% | +8.3% | +4.5% |
| 1Y | +15.5% | -7.9% | +23.4% | +15.3% |
| 3Y | +260.8% | -46.5% | +307.3% | +278.9% |
| All | +440.0% | -72.5% | +512.5% | +429.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling