+9.0%
HCA vs FRSH
+21.1%
-12.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -6.3% | +16.6% | +9.8% |
| 7D | +10.2% | -13.8% | +24.0% | +9.2% |
| 30D | +17.4% | +0.3% | +17.1% | +17.6% |
| 3M | +27.7% | +10.1% | +17.5% | +29.1% |
| 6M | +20.0% | +47.7% | -27.6% | +26.0% |
| YTD | +10.0% | +8.2% | +1.7% | +13.5% |
| 1Y | +9.0% | +21.4% | -12.4% | +9.8% |
| All | +9.0% | +21.1% | -12.1% | +9.8% |
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