+334.5%
SMH vs FRSH
-72.5%
+407.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.3% | -6.6% | +6.9% | +1.7% |
| 30D | -2.8% | +2.1% | -4.9% | -3.5% |
| 3M | -6.7% | +29.0% | -35.7% | -13.0% |
| 6M | +41.8% | +48.6% | -6.9% | +26.5% |
| YTD | +57.9% | -2.9% | +60.8% | +54.8% |
| 1Y | +87.6% | -7.9% | +95.5% | +86.0% |
| 3Y | +282.9% | -46.5% | +329.4% | +319.3% |
| All | +334.5% | -72.5% | +407.0% | +344.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling