+107.3%
META vs AMC
-79.6%
+186.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.3% | -3.3% | +0.9% |
| 7D | +6.7% | +2.3% | +4.4% | +6.6% |
| 30D | +4.8% | -0.7% | +5.5% | +4.7% |
| 3M | -1.6% | +35.2% | -36.8% | -3.0% |
| 6M | -7.5% | +124.6% | -132.0% | -10.8% |
| YTD | -6.4% | +69.9% | -76.3% | -9.0% |
| 1Y | -17.3% | -2.6% | -14.8% | -18.0% |
| All | +107.3% | -79.6% | +186.9% | +115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling