+275.1%
P vs FRSH
-68.3%
+343.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.7% | +4.0% |
| 7D | -4.7% | -8.9% | +4.2% | -2.3% |
| 30D | -31.4% | -13.2% | -18.2% | -28.9% |
| 3M | -2.6% | +0.9% | -3.6% | -3.6% |
| 6M | +21.9% | +40.3% | -18.4% | +9.5% |
| YTD | +58.9% | -1.4% | +60.3% | +54.7% |
| 1Y | +21.7% | +3.8% | +18.0% | +16.5% |
| 3Y | +193.3% | -30.8% | +224.1% | +205.0% |
| 5Y | +275.1% | -68.5% | +343.7% | +319.0% |
| All | +275.1% | -68.3% | +343.5% | +319.0% |
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