+21.4%
FRSH vs WCC
+24.5%
-3.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -9.9% | +3.6% | -7.9% |
| 7D | -13.8% | -8.8% | -5.0% | -15.0% |
| 30D | +0.3% | -16.0% | +16.3% | -2.7% |
| 3M | +10.1% | -15.2% | +25.3% | +7.7% |
| 6M | +47.7% | -8.4% | +56.0% | +47.5% |
| YTD | +8.2% | +30.1% | -21.8% | +9.7% |
| 1Y | +21.4% | +26.4% | -5.0% | +23.9% |
| All | +21.4% | +24.5% | -3.0% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling