+462.9%
META vs BEN
+58.7%
+404.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.7% |
| 7D | +5.2% | +6.8% | -1.6% | +2.5% |
| 30D | -13.0% | +18.0% | -31.0% | -18.5% |
| 3M | +7.9% | +7.5% | +0.5% | +4.8% |
| 6M | +4.2% | +14.7% | -10.5% | -1.6% |
| YTD | -2.5% | +56.1% | -58.6% | -18.8% |
| 1Y | +5.6% | +69.6% | -64.0% | -14.9% |
| 3Y | +96.8% | +87.7% | +9.1% | +46.7% |
| 5Y | +90.0% | +28.6% | +61.4% | +61.7% |
| All | +462.9% | +58.7% | +404.2% | +308.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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