+99.6%
FOXA vs GEN
+174.9%
-75.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.4% | +1.7% | +3.6% |
| 7D | +2.7% | +2.0% | +0.6% | +2.3% |
| 30D | +10.0% | +27.7% | -17.7% | +4.4% |
| 3M | +5.0% | +3.3% | +1.7% | +3.7% |
| 6M | +3.4% | +31.8% | -28.4% | -2.9% |
| YTD | -5.5% | +13.5% | -19.0% | -8.9% |
| 1Y | +5.5% | +16.0% | -10.5% | +1.2% |
| 3Y | +139.3% | +70.6% | +68.7% | +111.9% |
| 5Y | +77.2% | +32.1% | +45.1% | +61.3% |
| All | +99.6% | +174.9% | -75.3% | +60.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling