+1,563.7%
META vs ASX
+1,759.9%
-196.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.9% | +5.4% | +2.6% |
| 7D | +2.9% | -14.6% | +17.5% | +7.4% |
| 30D | -15.1% | -21.1% | +6.0% | -9.5% |
| 3M | +7.2% | -3.1% | +10.3% | +7.1% |
| 6M | +3.4% | +17.4% | -14.0% | -5.6% |
| YTD | -4.3% | +135.3% | -139.6% | -30.6% |
| 1Y | +0.8% | +146.5% | -145.7% | -28.2% |
| 3Y | +102.2% | +403.1% | -300.9% | +10.3% |
| 5Y | +89.4% | +551.7% | -462.4% | -5.4% |
| 10Y | +426.7% | +923.7% | -496.9% | +125.1% |
| All | +1,563.7% | +1,759.9% | -196.2% | +617.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling