+292.2%
TER vs FRSH
-46.2%
+338.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.2% |
| 7D | +12.4% | -9.6% | +21.9% | +13.3% |
| 30D | +5.1% | -0.4% | +5.5% | +4.8% |
| 3M | +4.0% | +27.2% | -23.2% | -0.1% |
| 6M | +29.5% | +42.2% | -12.7% | +20.6% |
| YTD | +98.5% | -2.6% | +101.1% | +100.7% |
| 1Y | +234.1% | -10.2% | +244.3% | +245.8% |
| All | +292.2% | -46.2% | +338.4% | +361.1% |
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 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