+95.1%
META vs BTI
+139.2%
-44.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +0.6% |
| 7D | -0.8% | -1.0% | +0.2% | -0.9% |
| 30D | -15.4% | +13.0% | -28.4% | -14.8% |
| 3M | +3.5% | +3.7% | -0.2% | +3.8% |
| 6M | -0.3% | +3.7% | -3.9% | +0.2% |
| YTD | -7.3% | +10.6% | -18.0% | -6.8% |
| 1Y | -1.1% | +17.1% | -18.2% | -0.4% |
| 3Y | +95.1% | +140.2% | -45.2% | +96.0% |
| All | +95.1% | +139.2% | -44.1% | +96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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