+125.0%
SU vs FRSH
-46.4%
+171.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +2.2% | -6.6% | +8.8% | +2.5% |
| 30D | +8.4% | +2.1% | +6.3% | +8.3% |
| 3M | +12.1% | +29.0% | -16.9% | +10.6% |
| 6M | +19.7% | +48.6% | -29.0% | +17.1% |
| YTD | +58.4% | -2.9% | +61.3% | +58.9% |
| 1Y | +67.2% | -7.9% | +75.1% | +68.3% |
| 3Y | +125.0% | -46.5% | +171.6% | +120.6% |
| All | +125.0% | -46.4% | +171.4% | +120.6% |
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