+404.3%
META vs GEN
+157.3%
+247.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.5% |
| 7D | -0.8% | +2.3% | -3.1% | -1.4% |
| 30D | -15.4% | +33.1% | -48.5% | -22.0% |
| 3M | +3.5% | +6.5% | -3.0% | +0.7% |
| 6M | -0.3% | +53.8% | -54.1% | -13.2% |
| YTD | -7.3% | +11.2% | -18.6% | -11.9% |
| 1Y | -1.1% | +19.4% | -20.5% | -8.1% |
| 3Y | +95.1% | +81.0% | +14.0% | +56.0% |
| 5Y | +80.6% | +33.4% | +47.1% | +57.0% |
| All | +404.3% | +157.3% | +247.0% | +219.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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