-1.0%
NOW vs FRSH
-72.6%
+71.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -9.9% | -11.2% | +1.2% | -4.9% |
| 30D | +2.8% | -0.8% | +3.7% | +3.4% |
| 3M | +23.7% | +26.4% | -2.7% | +12.4% |
| 6M | +12.5% | +48.4% | -35.9% | -2.9% |
| YTD | -14.4% | -3.1% | -11.3% | -13.0% |
| 1Y | -29.0% | -8.7% | -20.3% | -26.3% |
| 3Y | +9.3% | -45.8% | +55.1% | +31.3% |
| All | -1.0% | -72.6% | +71.5% | +20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling