-2.2%
FRSH vs BUD
+36.8%
-39.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -4.7% |
| 7D | -8.2% | +0.3% | -8.4% | -8.1% |
| 30D | +10.5% | -5.7% | +16.2% | +8.9% |
| 3M | +32.7% | +3.1% | +29.6% | +34.1% |
| 6M | +50.3% | +7.9% | +42.4% | +51.5% |
| YTD | +3.9% | +27.3% | -23.4% | +7.5% |
| 1Y | -2.2% | +37.8% | -40.0% | +2.9% |
| All | -2.2% | +36.8% | -39.0% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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