+114.2%
DAL vs FRSH
-70.2%
+184.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.5% |
| 7D | +10.0% | -15.5% | +25.5% | +14.2% |
| 30D | +12.0% | -13.7% | +25.8% | +15.5% |
| 3M | +0.8% | +1.4% | -0.6% | -0.6% |
| 6M | +26.2% | +36.0% | -9.8% | +14.8% |
| YTD | +33.7% | -2.0% | +35.7% | +30.3% |
| 1Y | +57.6% | +7.3% | +50.2% | +49.8% |
| 3Y | +183.5% | -29.6% | +213.0% | +189.0% |
| 5Y | +114.2% | -69.2% | +183.4% | +121.8% |
| All | +114.2% | -70.2% | +184.4% | +121.8% |
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