+44.6%
C vs FOXA
+8.1%
+36.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.0% |
| 7D | +2.6% | -5.4% | +8.0% | +3.2% |
| 30D | +1.9% | +1.1% | +0.8% | +1.8% |
| 3M | +2.8% | -6.1% | +8.9% | +4.9% |
| 6M | +30.6% | +8.2% | +22.3% | +27.5% |
| YTD | +19.9% | -11.8% | +31.7% | +24.6% |
| 1Y | +44.6% | +9.9% | +34.6% | +38.9% |
| All | +44.6% | +8.1% | +36.5% | +38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling