+15.4%
HAS vs FRSH
-72.4%
+87.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.3% |
| 7D | -4.8% | -9.6% | +4.7% | -3.4% |
| 30D | -5.1% | -0.4% | -4.7% | -5.2% |
| 3M | +6.4% | +27.2% | -20.8% | +2.0% |
| 6M | -5.6% | +42.2% | -47.8% | -11.7% |
| YTD | +11.0% | -2.6% | +13.6% | +9.8% |
| 1Y | +16.8% | -10.2% | +27.0% | +17.0% |
| 3Y | +44.0% | -45.5% | +89.6% | +52.6% |
| All | +15.4% | -72.4% | +87.8% | +13.6% |
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