-2.2%
FRSH vs WU
-8.3%
+6.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.8% | -4.5% |
| 7D | -8.2% | -0.8% | -7.3% | -8.0% |
| 30D | +10.5% | -1.1% | +11.6% | +10.8% |
| 3M | +32.7% | -3.9% | +36.6% | +32.2% |
| 6M | +50.3% | -20.7% | +71.0% | +56.6% |
| YTD | +3.9% | -18.4% | +22.3% | +8.2% |
| 1Y | -2.2% | -8.1% | +5.9% | +0.4% |
| All | -2.2% | -8.3% | +6.1% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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