+56.3%
HAS vs FRSH
-70.7%
+127.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +1.4% | +4.6% | -3.2% | +0.6% |
| 30D | +26.3% | -7.5% | +33.7% | +27.7% |
| 3M | +25.6% | -0.1% | +25.7% | +25.2% |
| 6M | +30.3% | +54.5% | -24.3% | +20.6% |
| YTD | +50.4% | +3.4% | +46.9% | +47.1% |
| 1Y | +57.7% | +6.4% | +51.3% | +53.4% |
| 3Y | +213.4% | -26.3% | +239.6% | +217.1% |
| 5Y | +49.1% | -66.4% | +115.5% | +45.8% |
| All | +56.3% | -70.7% | +127.0% | +52.2% |
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