+157.1%
SPMO vs FRSH
-46.4%
+203.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -0.9% | -6.6% | +5.7% | -0.3% |
| 30D | -1.9% | +2.1% | -4.0% | -2.3% |
| 3M | -1.4% | +29.0% | -30.3% | -4.6% |
| 6M | +25.5% | +48.6% | -23.1% | +18.3% |
| YTD | +24.8% | -2.9% | +27.8% | +25.1% |
| 1Y | +24.5% | -7.9% | +32.4% | +25.6% |
| 3Y | +157.1% | -46.5% | +203.7% | +172.9% |
| All | +157.1% | -46.4% | +203.5% | +172.9% |
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