-9.0%
XRT vs FRSH
-72.0%
+63.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.8% | -1.1% |
| 7D | -0.3% | -10.1% | +9.8% | +2.0% |
| 30D | -5.6% | +2.2% | -7.8% | -6.3% |
| 3M | +2.3% | +28.6% | -26.3% | -3.8% |
| 6M | +3.2% | +40.2% | -37.0% | -5.7% |
| YTD | +0.5% | -1.2% | +1.7% | -1.3% |
| 1Y | -2.0% | -7.9% | +5.9% | -2.4% |
| 3Y | +38.3% | -44.7% | +83.0% | +49.5% |
| All | -9.0% | -72.0% | +63.0% | -11.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling