+8.6%
FOXA vs WEC
+1.8%
+6.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.4% |
| 7D | -4.0% | -0.3% | -3.7% | -4.0% |
| 30D | +12.0% | -1.3% | +13.3% | +12.0% |
| 3M | +0.3% | -3.9% | +4.2% | +0.1% |
| 6M | +12.5% | -8.3% | +20.8% | +11.8% |
| YTD | -9.6% | +3.1% | -12.7% | -8.3% |
| 1Y | +8.6% | +1.9% | +6.6% | +6.7% |
| All | +8.6% | +1.8% | +6.8% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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