+93.1%
FOXA vs SU
+348.9%
-255.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +0.8% | +2.2% | -1.4% | +0.4% |
| 30D | +5.0% | +8.4% | -3.4% | +3.4% |
| 3M | -3.0% | +12.1% | -15.1% | -5.2% |
| 6M | +14.8% | +19.7% | -4.9% | +10.2% |
| YTD | -8.9% | +58.4% | -67.3% | -17.6% |
| 1Y | +13.3% | +67.2% | -53.9% | +1.3% |
| 3Y | +115.4% | +125.0% | -9.6% | +77.7% |
| All | +93.1% | +348.9% | -255.8% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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