+1,497.9%
META vs BEN
+60.0%
+1,437.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +0.9% | -2.1% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | -18.1% | -0.7% | -17.4% | -17.9% |
| 3M | +2.9% | -6.8% | +9.7% | +5.4% |
| 6M | +0.2% | +7.9% | -7.7% | -3.0% |
| YTD | -8.1% | +39.6% | -47.7% | -19.6% |
| 1Y | -4.5% | +48.5% | -53.1% | -18.6% |
| 3Y | +94.2% | +55.7% | +38.5% | +57.5% |
| 5Y | +79.1% | +15.1% | +63.9% | +61.1% |
| 10Y | +405.9% | +57.4% | +348.5% | +278.2% |
| All | +1,497.9% | +60.0% | +1,437.9% | +1,223.2% |
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