+86.9%
FOXA vs BUD
+44.7%
+42.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.7% |
| 7D | -5.4% | -1.3% | -4.1% | -5.2% |
| 30D | +1.1% | -6.1% | +7.3% | +2.4% |
| 3M | -6.1% | -3.8% | -2.4% | -5.5% |
| 6M | +8.2% | +8.2% | +0.1% | +6.3% |
| YTD | -11.8% | +23.6% | -35.4% | -16.2% |
| 1Y | +9.9% | +33.4% | -23.5% | +2.4% |
| 3Y | +110.7% | +45.3% | +65.4% | +86.7% |
| 5Y | +86.9% | +44.3% | +42.7% | +64.1% |
| All | +86.9% | +44.7% | +42.2% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling