+418.8%
META vs AGI
+398.0%
+20.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.3% | +5.2% | +6.5% |
| 7D | +10.3% | +2.2% | +8.0% | +10.1% |
| 30D | +9.9% | +11.3% | -1.4% | +9.0% |
| 3M | +11.9% | +5.6% | +6.3% | +11.3% |
| 6M | +1.2% | -27.7% | +28.8% | +2.8% |
| YTD | -0.8% | -4.1% | +3.3% | -1.1% |
| 1Y | -14.3% | +13.8% | -28.1% | -15.6% |
| 3Y | +121.4% | +217.0% | -95.7% | +102.7% |
| 5Y | +74.5% | +404.3% | -329.9% | +54.8% |
| 10Y | +418.8% | +400.5% | +18.3% | +363.6% |
| All | +418.8% | +398.0% | +20.9% | +363.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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