+1,052.5%
STX vs FRSH
-72.5%
+1,125.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | -2.3% | -6.6% | +4.3% | -1.5% |
| 30D | -5.5% | +2.1% | -7.6% | -6.1% |
| 3M | -4.3% | +29.0% | -33.3% | -8.9% |
| 6M | +115.6% | +48.6% | +67.0% | +99.3% |
| YTD | +202.2% | -2.9% | +205.1% | +198.3% |
| 1Y | +325.3% | -7.9% | +333.2% | +322.9% |
| 3Y | +1,283.9% | -46.5% | +1,330.4% | +1,375.7% |
| All | +1,052.5% | -72.5% | +1,125.0% | +1,021.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling