+22.2%
SYY vs FRSH
-72.5%
+94.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +3.9% | -6.6% | +10.5% | +4.3% |
| 30D | -1.7% | +2.1% | -3.9% | -1.9% |
| 3M | +5.2% | +29.0% | -23.8% | +3.4% |
| 6M | -0.2% | +48.6% | -48.8% | -3.0% |
| YTD | +15.4% | -2.9% | +18.3% | +15.0% |
| 1Y | +5.6% | -7.9% | +13.5% | +5.6% |
| 3Y | +28.9% | -46.5% | +75.4% | +32.6% |
| All | +22.2% | -72.5% | +94.8% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling