+13.3%
FOXA vs BEN
+45.3%
-32.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +0.8% | -3.1% | +3.9% | +1.2% |
| 30D | +5.0% | +0.2% | +4.9% | +5.1% |
| 3M | -3.0% | +6.8% | -9.9% | -4.4% |
| 6M | +14.8% | +38.1% | -23.3% | +7.1% |
| YTD | -8.9% | +44.3% | -53.3% | -15.8% |
| 1Y | +13.3% | +42.6% | -29.2% | +5.3% |
| All | +13.3% | +45.3% | -32.0% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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