+56.8%
PPL vs FRSH
-43.5%
+100.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.7% | +4.7% | +0.1% |
| 7D | +2.7% | -8.2% | +10.8% | +2.8% |
| 30D | +0.5% | +10.5% | -10.0% | +0.3% |
| 3M | +0.7% | +32.7% | -32.1% | +0.2% |
| 6M | -7.6% | +50.3% | -57.9% | -8.3% |
| YTD | +1.8% | +3.9% | -2.1% | +1.7% |
| 1Y | -0.8% | -2.2% | +1.4% | -0.8% |
| All | +56.8% | -43.5% | +100.3% | +56.3% |
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