+143.3%
DELL vs FRSH
+21.1%
+122.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.3% | -2.5% | -7.9% |
| 7D | -24.6% | -13.8% | -10.8% | -23.0% |
| 30D | -32.5% | +0.3% | -32.8% | -32.4% |
| 3M | -20.2% | +10.1% | -30.3% | -21.4% |
| 6M | +76.5% | +47.7% | +28.8% | +61.1% |
| YTD | +198.9% | +8.2% | +190.7% | +176.2% |
| 1Y | +143.3% | +21.4% | +121.9% | +118.2% |
| All | +143.3% | +21.1% | +122.2% | +118.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling