+13.3%
FOXA vs WU
-9.1%
+22.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | +0.8% | -3.5% | +4.3% | +1.3% |
| 30D | +5.0% | -2.9% | +8.0% | +5.5% |
| 3M | -3.0% | -2.3% | -0.8% | -2.8% |
| 6M | +14.8% | -25.4% | +40.1% | +18.3% |
| YTD | -8.9% | -21.2% | +12.3% | -6.2% |
| 1Y | +13.3% | -8.9% | +22.2% | +13.3% |
| All | +13.3% | -9.1% | +22.4% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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