+233.5%
SPOT vs FRSH
-46.4%
+279.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | -6.6% | +3.5% | -1.7% |
| 30D | +7.4% | +2.1% | +5.3% | +6.7% |
| 3M | +8.2% | +29.0% | -20.8% | +2.1% |
| 6M | +2.2% | +48.6% | -46.4% | -6.9% |
| YTD | -9.5% | -2.9% | -6.5% | -11.1% |
| 1Y | -23.8% | -7.9% | -15.9% | -24.6% |
| 3Y | +233.5% | -46.5% | +280.0% | +256.5% |
| All | +233.5% | -46.4% | +279.9% | +256.5% |
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