+23.7%
WMB vs FOXA
+11.1%
+12.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.8% | -10.2% | -6.0% |
| 7D | -8.6% | +9.9% | -18.5% | -7.9% |
| 30D | -4.2% | +10.0% | -14.1% | -3.4% |
| 3M | -4.4% | +18.4% | -22.8% | -3.2% |
| 6M | -8.7% | +12.2% | -20.9% | -7.0% |
| YTD | +15.4% | -3.8% | +19.2% | +19.5% |
| 1Y | +23.7% | +8.9% | +14.8% | +20.3% |
| All | +23.7% | +11.1% | +12.7% | +20.3% |
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