+90.8%
FOXA vs SUI
+27.4%
+63.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.0% | -3.3% |
| 7D | -4.0% | -2.8% | -1.1% | -3.0% |
| 30D | +12.0% | -1.2% | +13.2% | +12.5% |
| 3M | +0.3% | -1.7% | +2.0% | +1.0% |
| 6M | +12.5% | -10.5% | +22.9% | +16.6% |
| YTD | -9.6% | -1.8% | -7.8% | -9.3% |
| 1Y | +8.6% | -4.1% | +12.7% | +9.7% |
| 3Y | +118.5% | +11.3% | +107.3% | +106.3% |
| 5Y | +88.8% | -32.1% | +120.9% | +110.6% |
| All | +90.8% | +27.4% | +63.5% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 all: compounded portfolio wealth divided by compounded SUI 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…
all analysis · Full analysis span regression · 6 months rolling