+18.4%
WMB vs FOXA
-0.1%
+18.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +0.5% |
| 7D | +8.1% | -2.9% | +11.0% | +7.8% |
| 30D | -6.9% | +5.1% | -12.0% | -6.5% |
| 3M | -5.1% | +4.7% | -9.8% | -4.7% |
| 6M | -5.7% | -0.2% | -5.5% | -4.1% |
| YTD | +18.1% | -9.2% | +27.3% | +21.0% |
| 1Y | +18.4% | -0.6% | +19.0% | +18.4% |
| All | +18.4% | -0.1% | +18.5% | +18.4% |
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