+81.9%
META vs BBY
-2.4%
+84.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.8% | +4.2% | -4.9% | -2.2% |
| 30D | -15.4% | +17.8% | -33.2% | -20.4% |
| 3M | +3.5% | +25.8% | -22.3% | -5.2% |
| 6M | -0.3% | +73.8% | -74.1% | -19.4% |
| YTD | -7.3% | +54.7% | -62.1% | -22.7% |
| 1Y | -1.1% | +33.4% | -34.5% | -12.6% |
| 3Y | +95.1% | +72.2% | +22.9% | +41.6% |
| All | +81.9% | -2.4% | +84.4% | +55.0% |
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