+99.6%
FOXA vs TECH
+57.0%
+42.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.1% | +4.2% | +4.1% |
| 7D | +2.7% | 0.0% | +2.6% | +2.7% |
| 30D | +10.0% | +0.4% | +9.6% | +9.9% |
| 3M | +5.0% | +1.0% | +4.0% | +4.8% |
| 6M | +3.4% | +62.7% | -59.3% | -6.3% |
| YTD | -5.5% | +24.3% | -29.8% | -10.6% |
| 1Y | +5.5% | +20.5% | -15.0% | +0.4% |
| 3Y | +139.3% | +29.3% | +110.0% | +115.8% |
| 5Y | +77.2% | -41.0% | +118.2% | +84.9% |
| All | +99.6% | +57.0% | +42.6% | +44.0% |
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 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