+136.0%
FOXA vs HAS
+204.3%
-68.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.2% |
| 7D | +7.9% | +2.2% | +5.7% | +7.4% |
| 30D | +8.5% | +29.6% | -21.1% | +2.5% |
| 3M | +6.2% | +30.3% | -24.1% | +0.2% |
| 6M | +8.0% | +25.6% | -17.6% | +2.4% |
| YTD | -6.5% | +50.8% | -57.3% | -15.6% |
| 1Y | +3.6% | +63.0% | -59.4% | -8.4% |
| 3Y | +136.0% | +211.6% | -75.6% | +70.7% |
| All | +136.0% | +204.3% | -68.2% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling