+319.1%
DELL vs FOXA
+9.1%
+310.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +1.2% |
| 7D | +14.9% | -4.0% | +18.8% | +14.2% |
| 30D | +13.3% | +12.0% | +1.3% | +15.5% |
| 3M | +24.4% | +0.3% | +24.1% | +27.5% |
| 6M | +258.0% | +12.5% | +245.5% | +260.7% |
| YTD | +320.2% | -9.6% | +329.8% | +331.9% |
| 1Y | +319.1% | +8.6% | +310.5% | +322.8% |
| All | +319.1% | +9.1% | +310.0% | +322.8% |
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 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