+96.8%
META vs HDB
-7.5%
+104.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.8% |
| 7D | +5.2% | +2.7% | +2.4% | +4.6% |
| 30D | -13.0% | +14.1% | -27.1% | -15.4% |
| 3M | +7.9% | +11.8% | -3.9% | +5.3% |
| 6M | +4.2% | +8.2% | -3.9% | +2.1% |
| YTD | -2.5% | -29.3% | +26.8% | +1.2% |
| 1Y | +5.6% | -28.8% | +34.4% | +9.4% |
| 3Y | +96.8% | -7.5% | +104.3% | +103.2% |
| All | +96.8% | -7.5% | +104.3% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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