+108.6%
FOXA vs GEN
+57.6%
+51.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -5.4% | -2.9% | -2.5% | -4.7% |
| 30D | +1.1% | +2.1% | -0.9% | +0.5% |
| 3M | -6.1% | +19.7% | -25.8% | -10.4% |
| 6M | +8.2% | +33.3% | -25.0% | +0.5% |
| YTD | -11.8% | +11.1% | -22.9% | -14.1% |
| 1Y | +9.9% | +3.0% | +6.9% | +9.2% |
| All | +108.6% | +57.6% | +51.0% | +90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling