+75.6%
IVV vs FRSH
-68.3%
+144.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +1.1% |
| 7D | -0.9% | -8.9% | +8.0% | +0.4% |
| 30D | -2.3% | -13.2% | +10.9% | -0.5% |
| 3M | -1.2% | +0.9% | -2.1% | -1.7% |
| 6M | +3.3% | +40.3% | -37.0% | -2.6% |
| YTD | +12.3% | -1.4% | +13.7% | +10.8% |
| 1Y | +12.5% | +3.8% | +8.7% | +10.0% |
| 3Y | +79.2% | -30.8% | +109.9% | +81.5% |
| 5Y | +75.6% | -68.5% | +144.2% | +78.0% |
| All | +75.6% | -68.3% | +144.0% | +78.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling