+62.8%
META vs ASX
+429.3%
-366.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +6.7% | -0.7% | +7.4% | +7.0% |
| 30D | +4.8% | +2.0% | +2.8% | +3.7% |
| 3M | -1.6% | -1.3% | -0.3% | -4.6% |
| 6M | -7.5% | +71.4% | -78.9% | -31.6% |
| YTD | -6.4% | +135.3% | -141.7% | -41.2% |
| 1Y | -17.3% | +267.5% | -284.8% | -59.6% |
| 3Y | +109.9% | +388.5% | -278.6% | -19.4% |
| All | +62.8% | +429.3% | -366.5% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling