+185.3%
QLD vs FRSH
-43.5%
+228.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | +1.7% |
| 7D | +0.6% | -8.2% | +8.7% | +3.0% |
| 30D | -0.1% | +10.5% | -10.6% | -3.3% |
| 3M | -8.4% | +32.7% | -41.1% | -16.9% |
| 6M | +32.2% | +50.3% | -18.1% | +13.5% |
| YTD | +28.9% | +3.9% | +25.0% | +25.6% |
| 1Y | +43.8% | -2.2% | +46.0% | +42.9% |
| All | +185.3% | -43.5% | +228.8% | +227.3% |
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