-17.3%
META vs ACWI
+23.6%
-40.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +6.7% | +0.5% | +6.2% | +6.1% |
| 30D | +4.8% | +0.9% | +3.9% | +3.8% |
| 3M | -1.6% | +2.4% | -4.0% | -3.8% |
| 6M | -7.5% | +12.4% | -19.8% | -21.4% |
| YTD | -6.4% | +15.2% | -21.6% | -22.7% |
| 1Y | -17.3% | +22.7% | -40.1% | -33.0% |
| All | -17.3% | +23.6% | -40.9% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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