-74.9%
FRSH vs WU
-48.5%
-26.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | -9.6% | -4.9% | -4.6% | -8.0% |
| 30D | -0.4% | -1.3% | +0.9% | +0.1% |
| 3M | +27.2% | -3.6% | +30.8% | +27.2% |
| 6M | +42.2% | -24.3% | +66.5% | +54.0% |
| YTD | -2.6% | -21.1% | +18.5% | +4.0% |
| 1Y | -10.2% | -10.3% | +0.1% | -8.6% |
| 3Y | -45.5% | -28.4% | -17.2% | -41.0% |
| All | -74.9% | -48.5% | -26.4% | -72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling