+142.1%
WBD vs FRSH
-46.4%
+188.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -0.7% | -6.6% | +5.9% | +1.3% |
| 30D | +1.4% | +2.1% | -0.7% | +0.3% |
| 3M | +4.4% | +29.0% | -24.6% | -5.1% |
| 6M | +0.8% | +48.6% | -47.8% | -14.0% |
| YTD | -2.7% | -2.9% | +0.2% | -3.3% |
| 1Y | +73.4% | -7.9% | +81.3% | +75.2% |
| 3Y | +142.1% | -46.5% | +188.7% | +160.4% |
| All | +142.1% | -46.4% | +188.5% | +160.4% |
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