+425.7%
META vs BBY
+308.8%
+116.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.7% | -1.6% | +3.1% |
| 7D | +5.7% | +10.5% | -4.8% | +2.5% |
| 30D | -10.8% | +22.1% | -32.9% | -16.3% |
| 3M | +8.4% | +31.0% | -22.6% | -0.8% |
| 6M | +5.4% | +83.2% | -77.8% | -13.6% |
| YTD | -2.6% | +65.1% | -67.7% | -18.3% |
| 1Y | +3.5% | +41.6% | -38.1% | -8.9% |
| 3Y | +102.0% | +95.6% | +6.4% | +52.9% |
| 5Y | +93.1% | +1.0% | +92.1% | +74.3% |
| 10Y | +425.7% | +296.9% | +128.8% | +255.6% |
| All | +425.7% | +308.8% | +116.9% | +255.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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