+11.8%
NOW vs FRSH
-48.3%
+60.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.9% | 0.0% | -2.4% |
| 7D | -6.1% | -10.1% | +4.0% | -0.5% |
| 30D | +7.5% | +2.2% | +5.3% | +6.5% |
| 3M | +17.5% | +28.6% | -11.1% | +4.3% |
| 6M | +7.9% | +40.2% | -32.3% | -6.7% |
| YTD | -12.4% | -1.2% | -11.2% | -13.6% |
| 1Y | -28.6% | -7.9% | -20.6% | -27.8% |
| 3Y | +11.8% | -44.7% | +56.6% | +28.8% |
| All | +11.8% | -48.3% | +60.2% | +28.8% |
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 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