+103.6%
NET vs FRSH
-70.6%
+174.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.7% | +2.8% | +1.1% |
| 7D | -7.0% | -8.2% | +1.2% | -1.5% |
| 30D | -4.8% | +10.5% | -15.3% | -11.0% |
| 3M | +3.8% | +32.7% | -28.9% | -15.2% |
| 6M | +50.0% | +50.3% | -0.2% | +12.8% |
| YTD | +41.5% | +3.9% | +37.6% | +32.1% |
| 1Y | +32.8% | -2.2% | +35.0% | +28.4% |
| 3Y | +335.9% | -42.9% | +378.8% | +465.7% |
| All | +103.6% | -70.6% | +174.2% | +200.3% |
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 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