+8.6%
FOXA vs GEN
+5.4%
+3.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.9% |
| 7D | -4.0% | -1.2% | -2.8% | -3.7% |
| 30D | +12.0% | +10.1% | +1.8% | +9.5% |
| 3M | +0.3% | +16.1% | -15.8% | -3.5% |
| 6M | +12.5% | +38.9% | -26.4% | +6.1% |
| YTD | -9.6% | +14.4% | -24.1% | -8.5% |
| 1Y | +8.6% | +5.9% | +2.7% | +19.9% |
| All | +8.6% | +5.4% | +3.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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