+433.3%
META vs ASX
+999.3%
-565.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.6% | -8.6% | -4.1% |
| 7D | -0.2% | +0.8% | -1.0% | -1.5% |
| 30D | -15.4% | -20.4% | +5.1% | -10.2% |
| 3M | +5.0% | -2.1% | +7.2% | +3.4% |
| 6M | +5.2% | +8.2% | -3.0% | -3.7% |
| YTD | -4.5% | +137.3% | -141.8% | -36.0% |
| 1Y | +0.6% | +155.0% | -154.4% | -34.6% |
| 3Y | +93.1% | +397.9% | -304.9% | -8.6% |
| 5Y | +93.7% | +529.2% | -435.6% | -17.9% |
| 10Y | +433.3% | +1,007.5% | -574.2% | +65.5% |
| All | +433.3% | +999.3% | -565.9% | +65.5% |
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