-44.6%
TECH vs FRSH
-72.5%
+27.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -0.4% | -6.6% | +6.2% | +1.1% |
| 30D | 0.0% | +2.1% | -2.1% | -0.8% |
| 3M | +33.7% | +29.0% | +4.7% | +24.7% |
| 6M | +34.9% | +48.6% | -13.7% | +21.2% |
| YTD | +23.2% | -2.9% | +26.1% | +21.3% |
| 1Y | +36.3% | -7.9% | +44.2% | +35.5% |
| 3Y | +2.3% | -46.5% | +48.8% | +11.4% |
| All | -44.6% | -72.5% | +27.9% | -40.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling