+107.8%
META vs EQT
+36.6%
+71.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +6.0% | -0.8% | +6.9% | +6.1% |
| 30D | +3.6% | +6.6% | -3.0% | +3.0% |
| 3M | +4.9% | +4.4% | +0.5% | +4.5% |
| 6M | -4.7% | -10.5% | +5.8% | -3.5% |
| YTD | -6.9% | +3.7% | -10.6% | -7.8% |
| 1Y | -18.2% | +9.9% | -28.1% | -20.1% |
| 3Y | +107.8% | +35.4% | +72.4% | +96.2% |
| All | +107.8% | +36.6% | +71.1% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EQT 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling