+63.9%
META vs BBY
+0.9%
+63.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | +6.0% | +8.1% | -2.1% | +3.2% |
| 30D | +3.6% | +8.9% | -5.3% | +0.4% |
| 3M | +4.9% | +22.0% | -17.1% | -2.5% |
| 6M | -4.7% | +37.8% | -42.5% | -16.1% |
| YTD | -6.9% | +37.3% | -44.2% | -18.5% |
| 1Y | -18.2% | +21.6% | -39.7% | -25.2% |
| 3Y | +107.8% | +41.5% | +66.3% | +65.3% |
| 5Y | +63.9% | +1.2% | +62.7% | +40.7% |
| All | +63.9% | +0.9% | +63.0% | +40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling