+108.6%
FOXA vs TECH
+1.4%
+107.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -5.4% | -0.1% | -5.4% | -5.4% |
| 30D | +1.1% | +0.3% | +0.8% | +1.1% |
| 3M | -6.1% | +32.9% | -39.1% | -10.1% |
| 6M | +8.2% | +32.1% | -23.8% | +3.0% |
| YTD | -11.8% | +23.4% | -35.2% | -15.1% |
| 1Y | +9.9% | +34.1% | -24.1% | +3.4% |
| All | +108.6% | +1.4% | +107.2% | +98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling