-55.8%
TEAM vs FRSH
-72.5%
+16.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -5.2% | -6.6% | +1.4% | -1.0% |
| 30D | +15.8% | +2.1% | +13.7% | +14.7% |
| 3M | +101.5% | +29.0% | +72.5% | +74.7% |
| 6M | +138.2% | +48.6% | +89.5% | +94.3% |
| YTD | +10.8% | -2.9% | +13.8% | +15.0% |
| 1Y | +1.7% | -7.9% | +9.6% | +8.3% |
| 3Y | -16.0% | -46.5% | +30.5% | +15.0% |
| All | -55.8% | -72.5% | +16.7% | -35.2% |
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