+404.3%
META vs BIL
+25.2%
+379.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.8% | -0.3% | -0.5% | -0.2% |
| 30D | -15.4% | 0.0% | -15.4% | -15.3% |
| 3M | +3.5% | +0.3% | +3.2% | +2.9% |
| 6M | -0.3% | +1.2% | -1.5% | -2.7% |
| YTD | -7.3% | +2.5% | -9.8% | -12.5% |
| 1Y | -1.1% | +3.0% | -4.1% | -8.3% |
| 3Y | +95.1% | +13.2% | +81.9% | +17.6% |
| 5Y | +80.6% | +19.4% | +61.1% | -10.3% |
| All | +404.3% | +25.2% | +379.1% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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