+96.8%
META vs DOW
-20.1%
+116.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +2.9% |
| 7D | +5.2% | +5.2% | -0.1% | +4.8% |
| 30D | -13.0% | +13.2% | -26.2% | -14.0% |
| 3M | +7.9% | +10.1% | -2.2% | +6.9% |
| 6M | +4.2% | -13.1% | +17.3% | +6.0% |
| YTD | -2.5% | +46.1% | -48.7% | -12.2% |
| 1Y | +5.6% | +50.0% | -44.5% | -5.7% |
| 3Y | +96.8% | -20.2% | +117.0% | +94.3% |
| All | +96.8% | -20.1% | +116.9% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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