-41.9%
FRSH vs SUI
+13.8%
-55.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.6% |
| 7D | -8.2% | -2.8% | -5.3% | -7.6% |
| 30D | +10.5% | -1.2% | +11.7% | +10.7% |
| 3M | +32.7% | -1.7% | +34.5% | +33.1% |
| 6M | +50.3% | -10.5% | +60.8% | +53.1% |
| YTD | +3.9% | -1.8% | +5.8% | +4.0% |
| 1Y | -2.2% | -4.1% | +1.9% | -1.7% |
| All | -41.9% | +13.8% | -55.6% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling