+33.3%
GEN vs FRSH
-72.6%
+105.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -4.3% | -11.2% | +6.8% | -2.2% |
| 30D | +3.8% | -0.8% | +4.6% | +3.9% |
| 3M | +22.3% | +26.4% | -4.1% | +17.0% |
| 6M | +39.0% | +48.4% | -9.4% | +29.3% |
| YTD | +11.9% | -3.1% | +15.0% | +11.1% |
| 1Y | +4.5% | -8.7% | +13.2% | +4.6% |
| 3Y | +59.0% | -45.8% | +104.8% | +67.2% |
| All | +33.3% | -72.6% | +105.9% | +42.8% |
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