+90.8%
FOXA vs GEN
+177.2%
-86.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.7% |
| 3M | +0.3% | +16.1% | -15.8% | -3.0% |
| 6M | +12.5% | +38.9% | -26.4% | +4.6% |
| YTD | -9.6% | +14.4% | -24.1% | -12.7% |
| 1Y | +8.6% | +5.9% | +2.7% | +6.6% |
| 3Y | +118.5% | +58.8% | +59.8% | +96.7% |
| 5Y | +88.8% | +24.7% | +64.1% | +74.1% |
| All | +90.8% | +177.2% | -86.3% | +53.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling