+450.0%
SN vs FRSH
-27.1%
+477.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.5% | +4.6% | -3.1% | +0.4% |
| 30D | +21.5% | -7.5% | +29.0% | +23.3% |
| 3M | +20.0% | -0.1% | +20.1% | +19.4% |
| 6M | +119.9% | +54.5% | +65.4% | +94.2% |
| YTD | +102.3% | +3.4% | +98.9% | +98.5% |
| 1Y | +148.0% | +6.4% | +141.6% | +140.6% |
| 3Y | +450.0% | -26.3% | +476.3% | +473.2% |
| All | +450.0% | -27.1% | +477.1% | +473.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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