+102.3%
INTC vs FOXA
+90.4%
+11.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.6% | -6.1% |
| 7D | +9.4% | -3.7% | +13.2% | +10.4% |
| 30D | +2.7% | +5.4% | -2.7% | +0.9% |
| 3M | -6.3% | -3.7% | -2.6% | -6.2% |
| 6M | +114.5% | +12.6% | +101.9% | +101.9% |
| YTD | +171.9% | -10.0% | +181.8% | +177.1% |
| 1Y | +305.0% | +15.0% | +290.0% | +267.1% |
| 3Y | +168.3% | +115.1% | +53.2% | +81.0% |
| 5Y | +102.3% | +93.0% | +9.3% | +39.4% |
| All | +102.3% | +90.4% | +11.9% | +39.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling