+62.0%
TEAM vs FOXA
+92.4%
-30.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.2% |
| 7D | -5.2% | +0.8% | -6.0% | -5.4% |
| 30D | +15.8% | +5.0% | +10.7% | +13.9% |
| 3M | +101.5% | -3.0% | +104.5% | +101.1% |
| 6M | +138.2% | +14.8% | +123.4% | +126.2% |
| YTD | +10.8% | -8.9% | +19.7% | +12.0% |
| 1Y | +1.7% | +13.3% | -11.6% | -3.1% |
| 3Y | -16.0% | +115.4% | -131.4% | -30.8% |
| 5Y | -52.7% | +95.3% | -148.0% | -60.3% |
| All | +62.0% | +92.4% | -30.4% | +32.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling