+18.0%
Q vs FRSH
+21.1%
-3.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | -0.9% |
| 7D | -3.3% | -13.8% | +10.5% | -5.2% |
| 30D | -9.7% | +0.3% | -10.0% | -9.5% |
| 3M | -16.1% | +10.1% | -26.2% | -14.6% |
| 6M | -15.7% | +47.7% | -63.4% | -11.5% |
| YTD | +45.7% | +8.2% | +37.5% | +56.4% |
| 1Y | +18.0% | +21.4% | -3.4% | +16.0% |
| All | +18.0% | +21.1% | -3.1% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling