+138.3%
ADI vs FOXA
+93.7%
+44.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.7% | +4.5% |
| 7D | +4.6% | +0.8% | +3.8% | +4.3% |
| 30D | -1.2% | +5.0% | -6.2% | -3.0% |
| 3M | -7.8% | -3.0% | -4.8% | -7.8% |
| 6M | +19.3% | +14.8% | +4.6% | +10.6% |
| YTD | +40.9% | -8.9% | +49.8% | +44.0% |
| 1Y | +54.5% | +13.3% | +41.2% | +41.4% |
| 3Y | +123.4% | +115.4% | +8.0% | +53.5% |
| All | +138.3% | +93.7% | +44.6% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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