+2.9%
FOXA vs URA
-26.3%
+29.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.9% |
| 7D | -2.4% | +2.9% | -5.3% | -2.3% |
| 30D | +8.6% | -10.8% | +19.4% | +8.4% |
| 3M | +9.9% | -25.5% | +35.4% | +9.4% |
| 6M | +0.8% | -41.2% | +42.0% | +2.1% |
| YTD | -6.1% | -21.3% | +15.2% | -6.8% |
| All | +2.9% | -26.3% | +29.2% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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