+770.0%
WDC vs FOXA
+136.9%
+633.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +4.1% | -9.1% | -4.9% |
| 7D | +12.1% | +2.7% | +9.4% | +12.2% |
| 30D | -18.8% | +10.0% | -28.8% | -18.5% |
| 3M | -39.3% | +5.0% | -44.3% | -39.1% |
| 6M | -40.1% | +3.4% | -43.5% | -38.8% |
| YTD | +71.8% | -5.5% | +77.3% | +81.6% |
| 1Y | +88.5% | +5.5% | +82.9% | +90.6% |
| 3Y | +770.0% | +139.3% | +630.7% | +622.0% |
| All | +770.0% | +136.9% | +633.1% | +622.0% |
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