+93.1%
FOXA vs IBB
+20.0%
+73.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.5% |
| 7D | -0.6% | -1.7% | +1.0% | 0.0% |
| 30D | +2.3% | +4.9% | -2.5% | +0.2% |
| 3M | -2.8% | +24.2% | -27.1% | -11.3% |
| 6M | +9.6% | +23.8% | -14.2% | -0.2% |
| YTD | -9.9% | +23.0% | -32.8% | -17.9% |
| 1Y | +5.4% | +46.2% | -40.8% | -11.6% |
| 3Y | +115.3% | +64.8% | +50.4% | +68.3% |
| 5Y | +93.1% | +20.9% | +72.2% | +57.6% |
| All | +93.1% | +20.0% | +73.1% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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