+32.6%
GEN vs FRSH
-72.0%
+104.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.9% | +2.2% | -1.8% |
| 7D | -0.7% | -10.1% | +9.4% | +1.3% |
| 30D | +2.6% | +2.2% | +0.4% | +2.2% |
| 3M | +15.8% | +28.6% | -12.8% | +10.5% |
| 6M | +33.1% | +40.2% | -7.1% | +25.0% |
| YTD | +11.3% | -1.2% | +12.5% | +10.1% |
| 1Y | +1.7% | -7.9% | +9.6% | +1.5% |
| 3Y | +58.1% | -44.7% | +102.9% | +65.7% |
| All | +32.6% | -72.0% | +104.6% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling