+458.1%
HBM vs FRSH
-46.4%
+504.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -3.3% | -6.6% | +3.3% | -2.2% |
| 30D | -4.8% | +2.1% | -6.9% | -5.5% |
| 3M | -0.4% | +29.0% | -29.4% | -6.4% |
| 6M | +17.9% | +48.6% | -30.7% | +6.2% |
| YTD | +33.7% | -2.9% | +36.7% | +34.5% |
| 1Y | +95.6% | -7.9% | +103.5% | +99.4% |
| 3Y | +458.1% | -46.5% | +504.6% | +568.0% |
| All | +458.1% | -46.4% | +504.5% | +568.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling