+86.3%
FOXA vs RACE
+228.2%
-141.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -5.4% | -2.6% | -2.8% | -4.6% |
| 30D | +1.1% | -1.1% | +2.2% | +1.4% |
| 3M | -6.1% | +12.5% | -18.6% | -9.7% |
| 6M | +8.2% | +17.4% | -9.2% | +2.3% |
| YTD | -11.8% | +10.1% | -21.9% | -15.4% |
| 1Y | +9.9% | -15.1% | +25.1% | +14.2% |
| 3Y | +110.7% | +38.9% | +71.8% | +75.5% |
| 5Y | +86.9% | +90.7% | -3.7% | +32.4% |
| All | +86.3% | +228.2% | -141.9% | -1.4% |
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