+400.1%
META vs AMC
-98.7%
+498.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -12.5% | +8.5% | -3.6% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -18.1% | +4.4% | -22.5% | -18.2% |
| 3M | +2.9% | +15.4% | -12.5% | +2.3% |
| 6M | +0.2% | +93.7% | -93.5% | -2.3% |
| YTD | -8.1% | +97.4% | -105.5% | -10.6% |
| 1Y | -4.5% | +23.2% | -27.7% | -6.0% |
| 3Y | +94.2% | -71.3% | +165.4% | +95.5% |
| 5Y | +79.1% | -99.3% | +178.3% | +90.2% |
| All | +400.1% | -98.7% | +498.8% | +391.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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