+90.3%
FOXA vs WPM
+666.0%
-575.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -0.6% | +7.0% | -7.6% | -1.1% |
| 30D | +2.3% | +15.7% | -13.4% | +1.1% |
| 3M | -2.8% | +35.2% | -38.1% | -5.3% |
| 6M | +9.6% | +6.1% | +3.5% | +8.8% |
| YTD | -9.9% | +32.6% | -42.5% | -12.7% |
| 1Y | +5.4% | +46.9% | -41.5% | +0.8% |
| 3Y | +115.3% | +276.3% | -161.0% | +84.2% |
| 5Y | +93.1% | +260.0% | -166.9% | +64.5% |
| All | +90.3% | +666.0% | -575.7% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 all: compounded portfolio wealth divided by compounded WPM 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…
all analysis · Full analysis span regression · 6 months rolling