-44.7%
FRSH vs SUI
+12.1%
-56.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.5% | -4.7% |
| 7D | -10.1% | -3.1% | -7.0% | -9.5% |
| 30D | +2.2% | -2.3% | +4.5% | +2.6% |
| 3M | +28.6% | -2.8% | +31.4% | +29.3% |
| 6M | +40.2% | -12.4% | +52.6% | +43.4% |
| YTD | -1.2% | -3.3% | +2.1% | -0.8% |
| 1Y | -7.9% | -5.8% | -2.1% | -7.1% |
| 3Y | -44.7% | +12.5% | -57.2% | -50.0% |
| All | -44.7% | +12.1% | -56.8% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SUI 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling