+1,683.3%
BE vs FOXA
+110.7%
+1,572.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.6% |
| 7D | +23.9% | -5.4% | +29.4% | +24.9% |
| 30D | +27.8% | +1.1% | +26.7% | +27.4% |
| 3M | +3.7% | -6.1% | +9.8% | +5.2% |
| 6M | +78.0% | +8.2% | +69.7% | +72.1% |
| YTD | +209.9% | -11.8% | +221.7% | +220.3% |
| 1Y | +389.6% | +9.9% | +379.7% | +363.9% |
| All | +1,683.3% | +110.7% | +1,572.6% | +892.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling