+724.9%
DELL vs FRSH
-46.4%
+771.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | -6.6% | +14.8% | +9.8% |
| 30D | +17.1% | +2.1% | +15.0% | +16.0% |
| 3M | +45.2% | +29.0% | +16.2% | +33.7% |
| 6M | +286.8% | +48.6% | +238.1% | +244.9% |
| YTD | +354.8% | -2.9% | +357.7% | +345.8% |
| 1Y | +358.3% | -7.9% | +366.2% | +353.8% |
| 3Y | +724.9% | -46.5% | +771.4% | +767.0% |
| All | +724.9% | -46.4% | +771.3% | +767.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling