+27.5%
SOLS vs FRSH
+8.5%
+19.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -3.5% | -6.6% | +3.1% | -5.0% |
| 30D | -1.0% | +2.1% | -3.1% | -0.1% |
| 3M | -24.1% | +29.0% | -53.1% | -18.1% |
| 6M | -18.0% | +48.6% | -66.6% | -7.3% |
| YTD | +27.1% | -2.9% | +30.0% | +45.0% |
| All | +27.5% | +8.5% | +19.0% | +39.7% |
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