+95.1%
META vs GEN
+79.4%
+15.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.6% | +3.5% | +1.2% |
| 7D | -0.8% | +2.3% | -3.1% | -1.1% |
| 30D | -15.4% | +33.1% | -48.5% | -19.0% |
| 3M | +3.5% | +6.5% | -3.0% | +2.2% |
| 6M | -0.3% | +53.8% | -54.1% | -7.3% |
| YTD | -7.3% | +11.2% | -18.6% | -9.5% |
| 1Y | -1.1% | +19.4% | -20.5% | -4.6% |
| 3Y | +95.1% | +81.0% | +14.0% | +77.3% |
| All | +95.1% | +79.4% | +15.7% | +77.3% |
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