+112.9%
FOXA vs SPXU
-79.4%
+192.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +2.4% |
| 7D | -3.7% | +6.4% | -10.1% | -2.6% |
| 30D | +5.4% | +5.9% | -0.6% | +6.6% |
| 3M | -3.7% | -11.7% | +7.9% | -6.0% |
| 6M | +12.6% | -28.7% | +41.3% | +5.6% |
| YTD | -10.0% | -26.4% | +16.4% | -14.6% |
| 1Y | +15.0% | -35.2% | +50.3% | +6.3% |
| All | +112.9% | -79.4% | +192.4% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling