+436.0%
META vs BUD
-4.3%
+440.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +3.3% | +6.0% | -2.8% | +1.5% |
| 30D | -10.8% | +11.3% | -22.0% | -13.8% |
| 3M | +7.9% | +3.6% | +4.3% | +6.4% |
| 6M | +5.4% | +7.7% | -2.3% | +2.2% |
| YTD | -2.6% | +36.4% | -38.9% | -12.9% |
| 1Y | +1.9% | +37.8% | -36.0% | -9.4% |
| 3Y | +97.0% | +51.2% | +45.7% | +65.1% |
| 5Y | +97.6% | +53.4% | +44.2% | +63.6% |
| 10Y | +436.0% | -3.2% | +439.2% | +405.5% |
| All | +436.0% | -4.3% | +440.3% | +405.5% |
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