-19.2%
TRI vs FRSH
-46.4%
+27.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -7.9% | -6.6% | -1.3% | -6.3% |
| 30D | -4.5% | +2.1% | -6.6% | -4.8% |
| 3M | +22.1% | +29.0% | -6.9% | +16.8% |
| 6M | -2.8% | +48.6% | -51.4% | -8.7% |
| YTD | -23.4% | -2.9% | -20.5% | -25.6% |
| 1Y | -41.5% | -7.9% | -33.6% | -43.2% |
| 3Y | -19.2% | -46.5% | +27.3% | -20.4% |
| All | -19.2% | -46.4% | +27.2% | -20.4% |
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