+20.9%
SYY vs FRSH
-72.6%
+93.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | +1.5% | -11.2% | +12.7% | +2.2% |
| 30D | -2.3% | -0.8% | -1.5% | -2.3% |
| 3M | +5.5% | +26.4% | -20.9% | +3.8% |
| 6M | -1.0% | +48.4% | -49.3% | -3.8% |
| YTD | +14.1% | -3.1% | +17.2% | +13.8% |
| 1Y | +5.6% | -8.7% | +14.2% | +5.6% |
| 3Y | +27.9% | -45.8% | +73.7% | +31.4% |
| All | +20.9% | -72.6% | +93.5% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling