+1,527.5%
META vs BN
+591.8%
+935.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +6.7% | -2.5% | +9.2% | +8.1% |
| 30D | +4.8% | -9.5% | +14.3% | +10.4% |
| 3M | -1.6% | -10.4% | +8.8% | +4.2% |
| 6M | -7.5% | -6.4% | -1.1% | -4.9% |
| YTD | -6.4% | -11.9% | +5.5% | -1.2% |
| 1Y | -17.3% | -8.6% | -8.7% | -14.9% |
| 3Y | +109.9% | +77.6% | +32.4% | +47.5% |
| 5Y | +65.4% | +37.0% | +28.3% | +32.9% |
| 10Y | +391.8% | +266.4% | +125.4% | +141.6% |
| All | +1,527.5% | +591.8% | +935.7% | +594.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling