+418.8%
META vs EQT
+50.2%
+368.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.4% | +6.7% |
| 7D | +10.3% | -2.0% | +12.3% | +10.5% |
| 30D | +9.9% | +1.0% | +8.9% | +9.7% |
| 3M | +11.9% | +4.0% | +7.9% | +11.2% |
| 6M | +1.2% | -11.7% | +12.8% | +2.4% |
| YTD | -0.8% | +2.8% | -3.6% | -1.7% |
| 1Y | -14.3% | +10.0% | -24.3% | -16.1% |
| 3Y | +121.4% | +34.1% | +87.2% | +108.7% |
| 5Y | +74.5% | +195.3% | -120.8% | +47.5% |
| 10Y | +418.8% | +51.6% | +367.3% | +351.0% |
| All | +418.8% | +50.2% | +368.6% | +351.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling