+27.7%
S vs FRSH
+16.1%
+11.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.2% | -4.6% | -6.4% |
| 7D | -16.7% | -15.4% | -1.3% | -8.3% |
| 30D | -17.0% | -7.7% | -9.3% | -13.2% |
| 3M | +2.0% | +10.2% | -8.2% | -3.0% |
| 6M | +35.1% | +38.2% | -3.1% | +13.8% |
| YTD | +42.8% | +3.7% | +39.1% | +34.5% |
| 1Y | +27.7% | +14.8% | +12.9% | +8.6% |
| All | +27.7% | +16.1% | +11.6% | +8.6% |
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