+82.8%
DRI vs FRSH
-66.7%
+149.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.1% | +4.6% | -3.6% | +0.4% |
| 30D | +9.7% | -7.5% | +17.1% | +10.6% |
| 3M | +3.2% | -0.1% | +3.3% | +2.8% |
| 6M | +20.6% | +54.5% | -33.9% | +12.6% |
| YTD | +28.3% | +3.4% | +24.8% | +25.8% |
| 1Y | +34.5% | +6.4% | +28.2% | +31.2% |
| 3Y | +66.5% | -26.3% | +92.8% | +67.1% |
| All | +82.8% | -66.7% | +149.4% | +76.5% |
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