+389.9%
HWM vs FOXA
+118.5%
+271.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.3% | -10.4% | -10.7% |
| 7D | -9.2% | -0.6% | -8.5% | -9.1% |
| 30D | -17.9% | +2.3% | -20.2% | -18.2% |
| 3M | -6.0% | -2.8% | -3.2% | -5.5% |
| 6M | -7.4% | +9.6% | -16.9% | -9.5% |
| YTD | +13.1% | -9.9% | +23.0% | +16.3% |
| 1Y | +29.3% | +5.4% | +23.9% | +26.2% |
| 3Y | +389.9% | +115.3% | +274.7% | +297.7% |
| All | +389.9% | +118.5% | +271.4% | +297.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling