+404.3%
META vs ASX
+754.3%
-350.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -1.3% |
| 7D | -0.8% | -19.9% | +19.1% | +5.8% |
| 30D | -15.4% | -30.9% | +15.5% | -5.8% |
| 3M | +3.5% | -15.1% | +18.6% | +7.0% |
| 6M | -0.3% | -6.5% | +6.2% | -4.2% |
| YTD | -7.3% | +98.4% | -105.8% | -34.0% |
| 1Y | -1.1% | +107.9% | -108.9% | -31.0% |
| 3Y | +95.1% | +325.3% | -230.2% | -2.7% |
| 5Y | +80.6% | +447.3% | -366.7% | -19.7% |
| All | +404.3% | +754.3% | -350.0% | +75.7% |
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