+93.1%
FOXA vs HAS
+10.2%
+82.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.3% |
| 7D | -0.6% | -3.1% | +2.5% | +0.2% |
| 30D | +2.3% | -2.7% | +5.0% | +3.0% |
| 3M | -2.8% | +8.9% | -11.8% | -5.2% |
| 6M | +9.6% | -2.9% | +12.5% | +9.5% |
| YTD | -9.9% | +12.6% | -22.5% | -13.8% |
| 1Y | +5.4% | +17.5% | -12.1% | -0.6% |
| 3Y | +115.3% | +46.2% | +69.1% | +86.8% |
| 5Y | +93.1% | +12.6% | +80.5% | +90.8% |
| All | +93.1% | +10.2% | +82.9% | +90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling