+444.1%
META vs ASX
+931.3%
-487.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -1.1% |
| 7D | +3.3% | -9.1% | +12.4% | +5.6% |
| 30D | -10.8% | -23.6% | +12.8% | -3.9% |
| 3M | +7.9% | -5.6% | +13.5% | +7.6% |
| 6M | +5.4% | +4.7% | +0.7% | -2.5% |
| YTD | -2.6% | +122.6% | -125.2% | -33.2% |
| 1Y | +1.9% | +133.0% | -131.1% | -31.6% |
| 3Y | +97.0% | +367.1% | -270.2% | -4.7% |
| 5Y | +97.6% | +504.7% | -407.1% | -15.0% |
| All | +444.1% | +931.3% | -487.2% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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