-21.8%
PATH vs FRSH
-36.3%
+14.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.6% | +3.0% |
| 7D | -5.3% | -17.7% | +12.4% | +7.3% |
| 30D | -0.5% | -11.0% | +10.4% | +6.9% |
| 3M | -7.1% | +4.5% | -11.6% | -9.7% |
| 6M | +23.8% | +36.2% | -12.4% | +2.3% |
| YTD | -20.7% | -1.1% | -19.5% | -21.5% |
| 1Y | -8.1% | +11.6% | -19.7% | -15.2% |
| 3Y | -21.8% | -33.9% | +12.1% | -9.7% |
| All | -21.8% | -36.3% | +14.5% | -9.7% |
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