+91.7%
FOXA vs RACE
+230.8%
-139.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.9% | -2.6% |
| 7D | -2.9% | -4.0% | +1.1% | -1.7% |
| 30D | +5.1% | +3.5% | +1.6% | +4.1% |
| 3M | +4.7% | -0.4% | +5.1% | +4.8% |
| 6M | -0.2% | +23.2% | -23.4% | -6.7% |
| YTD | -9.2% | +11.0% | -20.2% | -13.1% |
| 1Y | -0.6% | -2.2% | +1.7% | -0.9% |
| 3Y | +125.7% | +22.5% | +103.2% | +98.4% |
| 5Y | +70.2% | +63.2% | +7.0% | +30.4% |
| All | +91.7% | +230.8% | -139.1% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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