+92.4%
FOXA vs UUUU
+379.6%
-287.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +1.6% |
| 7D | +0.8% | -10.5% | +11.3% | +1.7% |
| 30D | +5.0% | -10.5% | +15.6% | +5.9% |
| 3M | -3.0% | -14.1% | +11.1% | -2.2% |
| 6M | +14.8% | -35.5% | +50.2% | +17.8% |
| YTD | -8.9% | -10.9% | +2.0% | -10.6% |
| 1Y | +13.3% | +3.4% | +10.0% | +7.7% |
| 3Y | +115.4% | +73.1% | +42.3% | +84.6% |
| 5Y | +95.3% | +87.1% | +8.1% | +55.8% |
| All | +92.4% | +379.6% | -287.3% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling