-27.2%
NOW vs FRSH
-67.0%
+39.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.9% | -6.9% | -4.3% |
| 7D | -1.7% | -0.2% | -1.4% | -1.7% |
| 30D | -27.4% | -8.8% | -18.5% | -24.0% |
| 3M | -19.4% | +8.8% | -28.2% | -22.2% |
| 6M | +13.1% | +49.1% | -36.0% | -4.0% |
| YTD | -34.3% | +3.4% | -37.7% | -35.1% |
| 1Y | -41.8% | +8.8% | -50.6% | -43.6% |
| 3Y | -20.7% | -27.4% | +6.7% | -14.8% |
| 5Y | -27.2% | -66.4% | +39.2% | -9.5% |
| All | -27.2% | -67.0% | +39.8% | -9.5% |
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 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