Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • STT vs FRSH✓SelectedUSD · FRSHSTT vs FRSH performance historyLatest closeAs of+0.16%09/04
Stock and ETF performance explorer

STT vs FRSH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+74.7%
FRSH return
-3.3%
Excess return
+78.0%
Maximum drawdown
-11.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioFRSHExcessAlpha
1D+0.2%-4.7%+4.9%+0.4%
7D+0.5%-8.2%+8.6%+0.9%
30D+3.9%+10.5%-6.6%+3.3%
3M+20.0%+32.7%-12.8%+17.2%
6M+55.3%+50.3%+5.0%+49.5%
YTD+53.3%+3.9%+49.4%+55.8%
1Y+74.7%-2.2%+76.9%+76.2%
All+74.7%-3.3%+78.0%+76.2%

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 1y: 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…

1y analysis · Full analysis span regression · 6 months rolling