+95.1%
META vs ASX
+324.2%
-229.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -0.6% |
| 7D | -0.8% | -19.9% | +19.1% | +3.7% |
| 30D | -15.4% | -30.9% | +15.5% | -8.9% |
| 3M | +3.5% | -15.1% | +18.6% | +6.3% |
| 6M | -0.3% | -6.5% | +6.2% | -2.8% |
| YTD | -7.3% | +98.4% | -105.8% | -29.2% |
| 1Y | -1.1% | +107.9% | -108.9% | -25.7% |
| 3Y | +95.1% | +325.3% | -230.2% | +10.5% |
| All | +95.1% | +324.2% | -229.2% | +10.5% |
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 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