+83.7%
FOXA vs FRSH
-72.5%
+156.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +0.8% | -6.6% | +7.4% | +1.6% |
| 30D | +5.0% | +2.1% | +2.9% | +4.7% |
| 3M | -3.0% | +29.0% | -32.0% | -6.0% |
| 6M | +14.8% | +48.6% | -33.9% | +9.1% |
| YTD | -8.9% | -2.9% | -6.0% | -9.7% |
| 1Y | +13.3% | -7.9% | +21.2% | +12.9% |
| 3Y | +115.4% | -46.5% | +161.9% | +122.6% |
| All | +83.7% | -72.5% | +156.2% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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