+8.2%
FOXA vs BTG
+8.1%
+0.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.1% |
| 7D | -5.4% | +2.4% | -7.8% | -5.4% |
| 30D | +1.1% | +9.5% | -8.3% | +1.1% |
| 3M | -6.1% | +38.5% | -44.6% | -6.4% |
| 6M | +8.2% | +5.6% | +2.6% | +7.9% |
| All | +8.2% | +8.1% | +0.1% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 6mo: compounded portfolio wealth divided by compounded BTG 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…
6mo analysis · Full analysis span regression · 6 months rolling