+13.3%
FOXA vs TECH
+42.2%
-28.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.2% |
| 7D | +0.8% | -0.4% | +1.2% | +0.8% |
| 30D | +5.0% | 0.0% | +5.1% | +5.0% |
| 3M | -3.0% | +33.7% | -36.7% | -3.8% |
| 6M | +14.8% | +34.9% | -20.1% | +13.4% |
| YTD | -8.9% | +23.2% | -32.1% | -8.3% |
| 1Y | +13.3% | +36.3% | -23.0% | +13.0% |
| All | +13.3% | +42.2% | -28.8% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling