+90.3%
FOXA vs TECH
+55.9%
+34.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | +2.3% | +0.1% | +2.2% | +2.3% |
| 3M | -2.8% | +37.5% | -40.3% | -8.9% |
| 6M | +9.6% | +34.6% | -25.0% | +2.2% |
| YTD | -9.9% | +23.5% | -33.4% | -14.6% |
| 1Y | +5.4% | +34.4% | -29.0% | -2.5% |
| 3Y | +115.3% | +2.3% | +113.0% | +104.2% |
| 5Y | +93.1% | -41.7% | +134.8% | +101.5% |
| All | +90.3% | +55.9% | +34.4% | +37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling