-7.9%
FRSH vs BURL
-12.4%
+4.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.7% | -1.2% | -4.8% |
| 7D | -10.1% | -2.6% | -7.5% | -10.0% |
| 30D | +2.2% | -30.8% | +33.0% | +4.4% |
| 3M | +28.6% | -18.7% | +47.2% | +30.5% |
| 6M | +40.2% | -16.4% | +56.6% | +41.6% |
| YTD | -1.2% | -11.6% | +10.3% | -0.5% |
| 1Y | -7.9% | -12.0% | +4.1% | -7.0% |
| All | -7.9% | -12.4% | +4.5% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BURL 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling