+107.3%
META vs GEN
+58.9%
+48.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.4% |
| 7D | +6.7% | -1.2% | +7.9% | +6.9% |
| 30D | +4.8% | +10.1% | -5.4% | +3.1% |
| 3M | -1.6% | +16.1% | -17.7% | -4.2% |
| 6M | -7.5% | +38.9% | -46.3% | -12.7% |
| YTD | -6.4% | +14.4% | -20.8% | -8.8% |
| 1Y | -17.3% | +5.9% | -23.2% | -18.5% |
| All | +107.3% | +58.9% | +48.4% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling