+1,527.5%
META vs GEN
+480.8%
+1,046.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.6% |
| 7D | +6.7% | -1.2% | +7.9% | +7.0% |
| 30D | +4.8% | +10.1% | -5.4% | +2.1% |
| 3M | -1.6% | +16.1% | -17.7% | -5.4% |
| 6M | -7.5% | +38.9% | -46.3% | -15.8% |
| YTD | -6.4% | +14.4% | -20.8% | -10.6% |
| 1Y | -17.3% | +5.9% | -23.2% | -19.6% |
| 3Y | +109.9% | +58.8% | +51.1% | +79.6% |
| 5Y | +65.4% | +24.7% | +40.7% | +49.3% |
| 10Y | +391.8% | +163.1% | +228.7% | +257.5% |
| All | +1,527.5% | +480.8% | +1,046.7% | +936.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling