+204.9%
URI vs FRSH
-72.0%
+276.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.5% | +1.5% |
| 7D | +2.5% | -10.1% | +12.6% | +4.7% |
| 30D | -12.5% | +2.2% | -14.7% | -13.2% |
| 3M | -6.2% | +28.6% | -34.8% | -11.9% |
| 6M | +25.9% | +40.2% | -14.3% | +14.5% |
| YTD | +26.2% | -1.2% | +27.4% | +23.8% |
| 1Y | +5.5% | -7.9% | +13.4% | +5.0% |
| 3Y | +125.0% | -44.7% | +169.7% | +144.6% |
| All | +204.9% | -72.0% | +276.9% | +228.8% |
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