+199.2%
WWD vs FRSH
-72.5%
+271.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -2.6% | -6.6% | +4.0% | -1.9% |
| 30D | -6.9% | +2.1% | -9.0% | -7.3% |
| 3M | -13.0% | +29.0% | -42.0% | -16.0% |
| 6M | -12.5% | +48.6% | -61.1% | -17.4% |
| YTD | +11.8% | -2.9% | +14.8% | +11.0% |
| 1Y | +41.1% | -7.9% | +49.0% | +40.8% |
| 3Y | +163.1% | -46.5% | +209.6% | +176.4% |
| All | +199.2% | -72.5% | +271.7% | +191.7% |
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