+289.4%
HPE vs FRSH
-46.4%
+335.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.2% | +12.3% | +12.4% |
| 7D | +19.4% | -6.6% | +26.0% | +20.9% |
| 30D | +5.6% | +2.1% | +3.5% | +4.7% |
| 3M | +33.1% | +29.0% | +4.1% | +23.8% |
| 6M | +192.5% | +48.6% | +143.8% | +160.9% |
| YTD | +160.9% | -2.9% | +163.9% | +156.9% |
| 1Y | +155.0% | -7.9% | +162.9% | +154.1% |
| 3Y | +289.4% | -46.5% | +335.9% | +309.3% |
| All | +289.4% | -46.4% | +335.8% | +309.3% |
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