+129.8%
FOXA vs WEC
+62.7%
+67.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +5.1% | +11.0% | -5.8% | +3.3% |
| 3M | +4.7% | +8.6% | -3.9% | +3.2% |
| 6M | -0.2% | +6.2% | -6.4% | -1.4% |
| YTD | -9.2% | +14.3% | -23.5% | -11.8% |
| 1Y | -0.6% | +8.4% | -9.0% | -2.2% |
| All | +129.8% | +62.7% | +67.1% | +96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling