+68.0%
SO vs FRSH
-72.0%
+140.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +1.0% |
| 7D | +1.0% | -10.1% | +11.1% | +1.0% |
| 30D | -3.2% | +2.2% | -5.4% | -3.2% |
| 3M | -1.7% | +28.6% | -30.3% | -1.6% |
| 6M | -7.2% | +40.2% | -47.4% | -7.0% |
| YTD | +4.6% | -1.2% | +5.8% | +4.7% |
| 1Y | +1.2% | -7.9% | +9.1% | +1.3% |
| 3Y | +45.3% | -44.7% | +90.0% | +46.1% |
| All | +68.0% | -72.0% | +140.0% | +62.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling