+462.9%
META vs ASX
+962.9%
-500.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.0% | +4.9% | +3.6% |
| 7D | +5.2% | +12.4% | -7.2% | +0.9% |
| 30D | -13.0% | -19.8% | +6.8% | -8.0% |
| 3M | +7.9% | -10.3% | +18.3% | +9.4% |
| 6M | +4.2% | +1.2% | +3.0% | -2.4% |
| YTD | -2.5% | +123.0% | -125.6% | -33.3% |
| 1Y | +5.6% | +145.4% | -139.9% | -30.6% |
| 3Y | +96.8% | +368.6% | -271.8% | -4.9% |
| 5Y | +90.0% | +486.0% | -396.0% | -17.5% |
| All | +462.9% | +962.9% | -500.0% | +75.6% |
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