-93.9%
OPEN vs FOXA
+81.6%
-175.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.5% |
| 7D | -31.1% | -2.4% | -28.7% | -29.3% |
| 30D | -34.7% | +8.6% | -43.3% | -38.5% |
| 3M | -61.9% | +9.9% | -71.8% | -64.7% |
| 6M | -71.9% | +0.8% | -72.7% | -73.1% |
| YTD | -76.6% | -6.1% | -70.5% | -76.5% |
| 1Y | -83.9% | +3.3% | -87.2% | -85.4% |
| 3Y | -34.4% | +133.5% | -167.9% | -78.6% |
| 5Y | -93.9% | +75.8% | -169.8% | -97.2% |
| All | -93.9% | +81.6% | -175.5% | -97.2% |
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