+358.3%
DELL vs FRSH
-9.2%
+367.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +12.0% |
| 7D | +8.2% | -6.6% | +14.8% | +9.2% |
| 30D | +17.1% | +2.1% | +15.0% | +16.2% |
| 3M | +45.2% | +29.0% | +16.2% | +34.4% |
| 6M | +286.8% | +48.6% | +238.1% | +253.0% |
| YTD | +354.8% | -2.9% | +357.7% | +324.8% |
| 1Y | +358.3% | -7.9% | +366.2% | +320.1% |
| All | +358.3% | -9.2% | +367.4% | +320.1% |
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