+358.3%
DELL vs FOXA
+16.6%
+341.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +12.1% |
| 7D | +8.2% | +0.8% | +7.4% | +8.3% |
| 30D | +17.1% | +5.0% | +12.0% | +18.0% |
| 3M | +45.2% | -3.0% | +48.2% | +49.2% |
| 6M | +286.8% | +14.8% | +272.0% | +289.2% |
| YTD | +354.8% | -8.9% | +363.7% | +369.5% |
| 1Y | +358.3% | +13.3% | +344.9% | +363.0% |
| All | +358.3% | +16.6% | +341.7% | +363.0% |
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