+379.6%
META vs BA
+75.3%
+304.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +6.7% | +1.2% | +5.5% | +6.4% |
| 30D | +4.8% | -11.6% | +16.4% | +8.4% |
| 3M | -1.6% | -2.4% | +0.7% | -1.3% |
| 6M | -7.5% | -6.6% | -0.8% | -6.4% |
| YTD | -6.4% | -2.2% | -4.2% | -6.8% |
| 1Y | -17.3% | -8.0% | -9.3% | -16.5% |
| 3Y | +109.9% | -5.0% | +114.9% | +104.5% |
| 5Y | +65.4% | -2.7% | +68.1% | +55.6% |
| All | +379.6% | +75.3% | +304.3% | +277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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