+1,328.4%
WDC vs FRSH
-46.5%
+1,374.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.4% |
| 7D | +4.4% | -11.2% | +15.6% | +4.9% |
| 30D | +5.3% | -0.8% | +6.1% | +5.1% |
| 3M | -5.9% | +26.4% | -32.3% | -8.3% |
| 6M | +73.2% | +48.4% | +24.9% | +63.9% |
| YTD | +167.8% | -3.1% | +170.9% | +173.3% |
| 1Y | +386.0% | -8.7% | +394.7% | +402.2% |
| All | +1,328.4% | -46.5% | +1,374.9% | +1,555.2% |
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