+404.3%
META vs BUD
-9.0%
+413.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.3% |
| 7D | -0.8% | +4.5% | -5.2% | -2.2% |
| 30D | -15.4% | +12.5% | -27.9% | -18.6% |
| 3M | +3.5% | 0.0% | +3.5% | +3.1% |
| 6M | -0.3% | +3.8% | -4.1% | -2.3% |
| YTD | -7.3% | +33.1% | -40.4% | -16.6% |
| 1Y | -1.1% | +35.5% | -36.6% | -11.6% |
| 3Y | +95.1% | +49.4% | +45.7% | +63.9% |
| 5Y | +80.6% | +48.0% | +32.5% | +51.0% |
| All | +404.3% | -9.0% | +413.3% | +393.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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