+285.3%
WMB vs FOXA
+89.1%
+196.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.3% |
| 7D | +0.8% | -0.6% | +1.4% | +0.9% |
| 30D | +7.7% | +2.3% | +5.4% | +7.1% |
| 3M | +6.7% | -2.8% | +9.6% | +7.0% |
| 6M | +3.6% | +9.6% | -6.0% | +0.5% |
| YTD | +28.0% | -9.9% | +37.9% | +30.4% |
| 1Y | +37.6% | +5.4% | +32.2% | +33.7% |
| 3Y | +149.0% | +115.3% | +33.8% | +91.6% |
| 5Y | +285.3% | +93.1% | +192.2% | +189.4% |
| All | +285.3% | +89.1% | +196.2% | +189.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling