+40.1%
GILD vs FOXA
+6.2%
+33.9%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.1% | -3.9% |
| 7D | +1.2% | +4.9% | -3.7% | +1.2% |
| 30D | +16.2% | +9.0% | +7.2% | +16.3% |
| 3M | +27.9% | +15.8% | +12.1% | +27.9% |
| 6M | +27.1% | +9.2% | +17.9% | +27.1% |
| YTD | +39.0% | -6.5% | +45.5% | +35.0% |
| 1Y | +40.1% | +5.4% | +34.6% | +39.5% |
| All | +40.1% | +6.2% | +33.9% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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