+66.2%
GEN vs FRSH
-46.4%
+112.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.3% | -6.6% | +5.3% | +0.7% |
| 30D | +6.1% | +2.1% | +4.0% | +5.4% |
| 3M | +27.0% | +29.0% | -2.0% | +18.0% |
| 6M | +43.9% | +48.6% | -4.8% | +28.7% |
| YTD | +13.0% | -2.9% | +15.9% | +11.4% |
| 1Y | +4.0% | -7.9% | +11.9% | +3.6% |
| 3Y | +66.2% | -46.5% | +112.7% | +77.0% |
| All | +66.2% | -46.4% | +112.6% | +77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling