+532.2%
BE vs FOXA
+76.9%
+455.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +4.1% | -9.0% | -6.6% |
| 7D | +10.8% | +2.7% | +8.2% | +9.6% |
| 30D | -19.8% | +10.0% | -29.8% | -23.0% |
| 3M | -18.7% | +5.0% | -23.7% | -21.1% |
| 6M | -33.7% | +3.4% | -37.1% | -36.9% |
| YTD | +121.0% | -5.5% | +126.4% | +121.4% |
| 1Y | +85.4% | +5.5% | +79.9% | +72.4% |
| 3Y | +1,709.5% | +139.3% | +1,570.2% | +714.0% |
| All | +532.2% | +76.9% | +455.2% | +257.2% |
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