+345.6%
PR vs FRSH
-72.5%
+418.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.1% |
| 7D | -9.5% | -16.0% | +6.5% | -7.1% |
| 30D | -5.7% | -14.7% | +9.0% | -3.5% |
| 3M | +3.0% | -0.8% | +3.8% | +2.8% |
| 6M | +11.8% | +34.5% | -22.7% | +6.0% |
| YTD | +58.5% | -3.0% | +61.5% | +56.5% |
| 1Y | +69.9% | +4.9% | +65.0% | +65.4% |
| 3Y | +84.9% | -31.9% | +116.8% | +88.2% |
| 5Y | +246.4% | -68.7% | +315.1% | +246.5% |
| All | +345.6% | -72.5% | +418.1% | +342.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling