+462.9%
META vs BUD
-2.1%
+465.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.6% |
| 7D | +5.2% | +1.0% | +4.2% | +4.9% |
| 30D | -13.0% | +6.7% | -19.7% | -14.9% |
| 3M | +7.9% | +5.7% | +2.2% | +5.8% |
| 6M | +4.2% | +5.8% | -1.6% | +1.6% |
| YTD | -2.5% | +34.4% | -36.9% | -12.5% |
| 1Y | +5.6% | +33.3% | -27.7% | -5.0% |
| 3Y | +96.8% | +48.8% | +48.0% | +65.9% |
| 5Y | +90.0% | +52.5% | +37.5% | +57.6% |
| All | +462.9% | -2.1% | +465.0% | +416.7% |
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