-46.5%
FRSH vs UUUU
+74.5%
-121.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.3% |
| 7D | -6.6% | -10.5% | +3.9% | -6.3% |
| 30D | +2.1% | -10.5% | +12.6% | +2.4% |
| 3M | +29.0% | -14.1% | +43.1% | +29.4% |
| 6M | +48.6% | -35.5% | +84.1% | +50.4% |
| YTD | -2.9% | -10.9% | +8.0% | -4.8% |
| 1Y | -7.9% | +3.4% | -11.3% | -12.3% |
| 3Y | -46.5% | +73.1% | -119.6% | -54.7% |
| All | -46.5% | +74.5% | -121.0% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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