+20.0%
HAS vs FRSH
-70.6%
+90.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.7% | +4.2% | +0.2% |
| 7D | -1.8% | -8.2% | +6.3% | -0.5% |
| 30D | +2.3% | +10.5% | -8.2% | +0.6% |
| 3M | +10.4% | +32.7% | -22.4% | +5.2% |
| 6M | -3.2% | +50.3% | -53.5% | -10.2% |
| YTD | +15.4% | +3.9% | +11.5% | +13.1% |
| 1Y | +18.8% | -2.2% | +21.0% | +17.4% |
| 3Y | +43.9% | -42.9% | +86.9% | +51.3% |
| All | +20.0% | -70.6% | +90.6% | +16.9% |
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