+98.7%
INTC vs META
+401.5%
-302.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.8% | +6.9% | +7.4% |
| 7D | -14.4% | -0.8% | -13.6% | -14.0% |
| 30D | -50.2% | -15.4% | -34.8% | -46.8% |
| 3M | -43.6% | +3.5% | -47.1% | -44.1% |
| 6M | -50.2% | -0.3% | -49.9% | -50.7% |
| YTD | +52.5% | -7.3% | +59.8% | +54.2% |
| 1Y | +51.1% | -1.1% | +52.2% | +48.8% |
| 3Y | +50.3% | +95.1% | -44.8% | +9.0% |
| 5Y | +19.2% | +80.6% | -61.4% | -16.5% |
| All | +98.7% | +401.5% | -302.8% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 10y: compounded portfolio wealth divided by compounded META 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…
10y analysis · Full analysis span regression · 6 months rolling