+31.7%
HBM vs FRSH
+16.1%
+15.6%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.2% | -3.2% | -8.3% |
| 7D | -11.9% | -15.4% | +3.5% | -15.1% |
| 30D | -23.6% | -7.7% | -15.9% | -24.9% |
| 3M | -20.5% | +10.2% | -30.8% | -18.0% |
| 6M | -7.9% | +38.2% | -46.1% | +0.8% |
| YTD | +3.8% | +3.7% | +0.1% | +11.4% |
| 1Y | +31.7% | +14.8% | +16.9% | +40.8% |
| All | +31.7% | +16.1% | +15.6% | +40.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling