+90.1%
FOXA vs MUB
+12.9%
+77.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.9% |
| 7D | -3.7% | -1.2% | -2.5% | -2.5% |
| 30D | +5.4% | -2.8% | +8.1% | +8.5% |
| 3M | -3.7% | -3.1% | -0.7% | -0.5% |
| 6M | +12.6% | -2.9% | +15.4% | +16.1% |
| YTD | -10.0% | -2.0% | -7.9% | -8.0% |
| 1Y | +15.0% | 0.0% | +15.1% | +14.9% |
| 3Y | +115.1% | +7.4% | +107.7% | +97.3% |
| 5Y | +93.0% | +0.8% | +92.2% | +91.2% |
| All | +90.1% | +12.9% | +77.2% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling