+95.1%
META vs FND
-36.7%
+131.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | -0.8% | +7.7% | -8.5% | -2.3% |
| 30D | -15.4% | +11.9% | -27.3% | -17.5% |
| 3M | +3.5% | -14.6% | +18.1% | +6.4% |
| 6M | -0.3% | +0.5% | -0.7% | -1.5% |
| YTD | -7.3% | -15.8% | +8.5% | -6.2% |
| 1Y | -1.1% | -12.9% | +11.8% | -1.0% |
| 3Y | +95.1% | -34.2% | +129.2% | +102.1% |
| All | +95.1% | -36.7% | +131.8% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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