+1,563.7%
META vs BA
+205.6%
+1,358.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.1% | -0.7% | +0.8% |
| 7D | +2.9% | +5.9% | -3.0% | +1.1% |
| 30D | -15.1% | -8.2% | -6.9% | -13.1% |
| 3M | +7.2% | -25.4% | +32.6% | +16.3% |
| 6M | +3.4% | -20.0% | +23.4% | +9.4% |
| YTD | -4.3% | -18.5% | +14.2% | +0.1% |
| 1Y | +0.8% | -10.6% | +11.4% | +2.3% |
| 3Y | +102.2% | -9.3% | +111.4% | +99.0% |
| 5Y | +89.4% | -16.9% | +106.3% | +86.5% |
| 10Y | +426.7% | +37.9% | +388.9% | +290.6% |
| All | +1,563.7% | +205.6% | +1,358.1% | +1,018.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling