+32.9%
WMB vs FOXA
+9.1%
+23.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | 0.0% |
| 7D | +0.6% | -4.0% | +4.5% | +0.4% |
| 30D | +3.3% | +12.0% | -8.7% | +4.0% |
| 3M | +3.1% | +0.3% | +2.9% | +4.3% |
| 6M | -0.7% | +12.5% | -13.2% | +0.5% |
| YTD | +25.2% | -9.6% | +34.8% | +26.5% |
| 1Y | +32.9% | +8.6% | +24.3% | +34.6% |
| All | +32.9% | +9.1% | +23.8% | +34.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling