-75.0%
FRSH vs BUD
+43.3%
-118.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.1% |
| 7D | -6.6% | -2.6% | -4.0% | -5.6% |
| 30D | +2.1% | -1.2% | +3.3% | +2.7% |
| 3M | +29.0% | -4.9% | +33.9% | +31.3% |
| 6M | +48.6% | +9.3% | +39.4% | +42.4% |
| YTD | -2.9% | +24.0% | -26.9% | -13.3% |
| 1Y | -7.9% | +34.5% | -42.4% | -21.2% |
| 3Y | -46.5% | +43.7% | -90.2% | -57.6% |
| All | -75.0% | +43.3% | -118.3% | -81.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling