+1,527.5%
META vs BEN
+70.7%
+1,456.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.3% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | +4.8% | -0.5% | +5.3% | +4.9% |
| 3M | -1.6% | +9.7% | -11.4% | -5.1% |
| 6M | -7.5% | +33.9% | -41.4% | -17.5% |
| YTD | -6.4% | +49.0% | -55.4% | -20.0% |
| 1Y | -17.3% | +42.1% | -59.5% | -28.4% |
| 3Y | +109.9% | +51.9% | +58.1% | +71.9% |
| 5Y | +65.4% | +39.0% | +26.3% | +39.6% |
| 10Y | +391.8% | +57.9% | +333.9% | +266.6% |
| All | +1,527.5% | +70.7% | +1,456.7% | +1,216.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling