+107.3%
META vs BIL
+14.1%
+93.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.2% |
| 7D | +6.7% | +0.1% | +6.6% | +7.3% |
| 30D | +4.8% | +0.3% | +4.4% | +7.2% |
| 3M | -1.6% | +0.9% | -2.6% | +5.8% |
| 6M | -7.5% | +1.8% | -9.3% | +6.6% |
| YTD | -6.4% | +2.4% | -8.8% | +11.6% |
| 1Y | -17.3% | +3.7% | -21.1% | +7.7% |
| All | +107.3% | +14.1% | +93.2% | +466.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling