+1,527.5%
META vs AMCR
+100.2%
+1,427.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +6.7% | -1.9% | +8.6% | +7.2% |
| 30D | +4.8% | -4.1% | +8.8% | +5.9% |
| 3M | -1.6% | +21.7% | -23.3% | -7.0% |
| 6M | -7.5% | +1.5% | -9.0% | -8.4% |
| YTD | -6.4% | +13.1% | -19.5% | -10.5% |
| 1Y | -17.3% | +13.0% | -30.3% | -21.0% |
| 3Y | +109.9% | +6.9% | +103.0% | +100.4% |
| 5Y | +65.4% | -10.5% | +75.8% | +66.8% |
| 10Y | +391.8% | +20.9% | +370.9% | +345.9% |
| All | +1,527.5% | +100.2% | +1,427.3% | +1,473.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 all: compounded portfolio wealth divided by compounded AMCR 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…
all analysis · Full analysis span regression · 6 months rolling