-14.3%
META vs EQT
+8.8%
-23.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.9% | +7.4% | +6.4% |
| 7D | +10.3% | -2.0% | +12.3% | +10.0% |
| 30D | +9.9% | +1.0% | +8.9% | +10.0% |
| 3M | +11.9% | +4.0% | +7.9% | +13.1% |
| 6M | +1.2% | -11.7% | +12.8% | +1.0% |
| YTD | -0.8% | +2.8% | -3.6% | -0.3% |
| 1Y | -14.3% | +10.0% | -24.3% | -11.3% |
| All | -14.3% | +8.8% | -23.2% | -11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling