+404.3%
META vs BN
+271.1%
+133.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | -0.8% | +5.3% | -6.1% | -3.8% |
| 30D | -15.4% | +11.9% | -27.3% | -20.8% |
| 3M | +3.5% | -5.7% | +9.3% | +6.3% |
| 6M | -0.3% | -10.6% | +10.3% | +5.0% |
| YTD | -7.3% | -9.4% | +2.0% | -4.1% |
| 1Y | -1.1% | -8.8% | +7.7% | +1.7% |
| 3Y | +95.1% | +95.6% | -0.6% | +27.3% |
| 5Y | +80.6% | +30.2% | +50.4% | +45.5% |
| All | +404.3% | +271.1% | +133.2% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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