-16.0%
PATH vs FRSH
-43.5%
+27.5%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -4.7% | -11.9% | -13.5% |
| 7D | -16.3% | -8.2% | -8.2% | -11.0% |
| 30D | +9.9% | +10.5% | -0.6% | +3.6% |
| 3M | +30.2% | +32.7% | -2.6% | +9.1% |
| 6M | +37.2% | +50.3% | -13.1% | +6.7% |
| YTD | -7.3% | +3.9% | -11.2% | -10.7% |
| 1Y | +40.0% | -2.2% | +42.2% | +40.1% |
| All | -16.0% | -43.5% | +27.5% | +18.0% |
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 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