+15.0%
FOXA vs HAS
+18.8%
-3.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.7% | +1.9% |
| 7D | -3.7% | -3.1% | -0.7% | -3.4% |
| 30D | +5.4% | -6.4% | +11.7% | +6.1% |
| 3M | -3.7% | +10.4% | -14.1% | -4.6% |
| 6M | +12.6% | -3.7% | +16.2% | +13.0% |
| YTD | -10.0% | +12.5% | -22.4% | -12.2% |
| 1Y | +15.0% | +19.8% | -4.8% | +10.1% |
| All | +15.0% | +18.8% | -3.7% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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