+62.8%
META vs HDB
-35.4%
+98.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +6.7% | +0.4% | +6.3% | +6.5% |
| 30D | +4.8% | -2.8% | +7.6% | +5.9% |
| 3M | -1.6% | -3.5% | +1.9% | -0.8% |
| 6M | -7.5% | -24.7% | +17.2% | +2.4% |
| YTD | -6.4% | -36.6% | +30.2% | +10.4% |
| 1Y | -17.3% | -34.4% | +17.0% | -4.1% |
| 3Y | +109.9% | -24.4% | +134.3% | +123.1% |
| All | +62.8% | -35.4% | +98.2% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling