+96.7%
DAL vs FRSH
-72.0%
+168.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -0.4% |
| 7D | +3.4% | -10.1% | +13.5% | +5.8% |
| 30D | -13.6% | +2.2% | -15.7% | -14.3% |
| 3M | +1.2% | +28.6% | -27.4% | -5.2% |
| 6M | +34.5% | +40.2% | -5.7% | +22.4% |
| YTD | +14.7% | -1.2% | +15.9% | +12.4% |
| 1Y | +29.2% | -7.9% | +37.2% | +28.7% |
| 3Y | +100.0% | -44.7% | +144.7% | +116.1% |
| All | +96.7% | -72.0% | +168.7% | +88.6% |
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