+93.4%
META vs ASX
+298.6%
-205.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -20.8% | +16.8% | +0.7% |
| 7D | -3.1% | -33.3% | +30.2% | +5.5% |
| 30D | -18.1% | -36.5% | +18.4% | -10.1% |
| 3M | +2.9% | -19.2% | +22.0% | +6.8% |
| 6M | +0.2% | -10.2% | +10.4% | -1.6% |
| YTD | -8.1% | +86.5% | -94.6% | -28.7% |
| 1Y | -4.5% | +89.6% | -94.2% | -26.5% |
| All | +93.4% | +298.6% | -205.2% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling