+102.0%
META vs BEN
+77.1%
+24.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.3% | -1.2% | +3.1% |
| 7D | +5.7% | +12.2% | -6.5% | +1.9% |
| 30D | -10.8% | +12.1% | -22.8% | -14.0% |
| 3M | +8.4% | +7.3% | +1.1% | +5.8% |
| 6M | +5.4% | +17.9% | -12.5% | -0.1% |
| YTD | -2.6% | +55.4% | -58.0% | -15.8% |
| 1Y | +3.5% | +69.3% | -65.8% | -12.8% |
| 3Y | +102.0% | +82.8% | +19.2% | +59.6% |
| All | +102.0% | +77.1% | +24.9% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling