+90.9%
FOXA vs UUUU
+88.5%
+2.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +2.4% |
| 7D | -3.7% | -5.0% | +1.3% | -3.5% |
| 30D | +5.4% | -7.8% | +13.1% | +5.7% |
| 3M | -3.7% | -0.4% | -3.3% | -4.0% |
| 6M | +12.6% | -32.9% | +45.5% | +14.4% |
| YTD | -10.0% | -6.3% | -3.7% | -11.4% |
| 1Y | +15.0% | +7.9% | +7.1% | +10.7% |
| 3Y | +115.1% | +85.2% | +29.9% | +90.9% |
| All | +90.9% | +88.5% | +2.4% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling