+462.9%
META vs BAC
+228.6%
+234.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.5% |
| 7D | +5.2% | +3.2% | +1.9% | +3.8% |
| 30D | -13.0% | -0.7% | -12.3% | -12.7% |
| 3M | +7.9% | -20.0% | +27.9% | +18.2% |
| 6M | +4.2% | +3.4% | +0.8% | +2.4% |
| YTD | -2.5% | -5.7% | +3.2% | -0.6% |
| 1Y | +5.6% | -1.4% | +7.0% | +5.7% |
| 3Y | +96.8% | +97.9% | -1.1% | +45.8% |
| 5Y | +90.0% | +22.9% | +67.1% | +68.2% |
| All | +462.9% | +228.6% | +234.3% | +260.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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