+259.8%
THC vs FRSH
-72.6%
+332.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | 0.0% | -11.2% | +11.1% | +1.9% |
| 30D | +1.5% | -0.8% | +2.4% | +1.5% |
| 3M | +59.9% | +26.4% | +33.5% | +53.2% |
| 6M | +11.0% | +48.4% | -37.4% | +2.9% |
| YTD | +32.6% | -3.1% | +35.7% | +31.5% |
| 1Y | +37.4% | -8.7% | +46.1% | +37.6% |
| 3Y | +252.5% | -45.8% | +298.3% | +278.6% |
| All | +259.8% | -72.6% | +332.3% | +251.6% |
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 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