+92.4%
FOXA vs BTI
+141.2%
-48.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.9% |
| 7D | +0.8% | -0.2% | +1.0% | +0.9% |
| 30D | +5.0% | -1.1% | +6.1% | +5.4% |
| 3M | -3.0% | -8.8% | +5.7% | -0.2% |
| 6M | +14.8% | -4.0% | +18.7% | +15.6% |
| YTD | -8.9% | +0.4% | -9.3% | -10.1% |
| 1Y | +13.3% | +1.9% | +11.4% | +11.1% |
| 3Y | +115.4% | +108.5% | +6.9% | +55.4% |
| 5Y | +95.3% | +118.5% | -23.3% | +35.8% |
| All | +92.4% | +141.2% | -48.8% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling