+97.6%
META vs BEN
+32.3%
+65.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.6% |
| 7D | +3.3% | +12.1% | -8.9% | -3.0% |
| 30D | -10.8% | +13.4% | -24.2% | -16.7% |
| 3M | +7.9% | +9.4% | -1.5% | +2.5% |
| 6M | +5.4% | +19.3% | -13.9% | -4.8% |
| YTD | -2.6% | +57.3% | -59.8% | -25.3% |
| 1Y | +1.9% | +69.1% | -67.2% | -25.2% |
| 3Y | +97.0% | +85.6% | +11.3% | +25.2% |
| All | +97.6% | +32.3% | +65.3% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling