+95.1%
META vs DAR
+11.9%
+83.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.0% |
| 7D | -0.8% | -9.9% | +9.2% | +0.6% |
| 30D | -15.4% | -16.4% | +1.0% | -13.4% |
| 3M | +3.5% | -17.1% | +20.6% | +5.7% |
| 6M | -0.3% | -20.5% | +20.2% | +2.2% |
| YTD | -7.3% | +39.4% | -46.7% | -13.5% |
| 1Y | -1.1% | +57.2% | -58.3% | -9.6% |
| 3Y | +95.1% | +13.9% | +81.2% | +77.3% |
| All | +95.1% | +11.9% | +83.2% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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