-74.6%
FRSH vs WCC
+233.6%
-308.1%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.5% | -7.4% | -5.8% |
| 7D | -10.1% | +8.5% | -18.6% | -12.7% |
| 30D | +2.2% | -1.0% | +3.2% | +2.0% |
| 3M | +28.6% | +2.1% | +26.5% | +25.1% |
| 6M | +40.2% | +36.8% | +3.4% | +18.5% |
| YTD | -1.2% | +47.7% | -48.9% | -20.5% |
| 1Y | -7.9% | +66.5% | -74.4% | -30.6% |
| 3Y | -44.7% | +134.2% | -178.9% | -67.7% |
| All | -74.6% | +233.6% | -308.1% | -88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling