+102.0%
META vs IBN
+56.2%
+45.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.5% | +4.6% |
| 7D | +5.7% | +14.6% | -8.9% | +1.6% |
| 30D | -10.8% | +23.5% | -34.3% | -16.3% |
| 3M | +8.4% | +14.0% | -5.6% | +4.1% |
| 6M | +5.4% | +31.1% | -25.8% | -3.5% |
| YTD | -2.6% | +16.6% | -19.2% | -8.2% |
| 1Y | +3.5% | +14.9% | -11.4% | -2.1% |
| 3Y | +102.0% | +56.9% | +45.1% | +92.6% |
| All | +102.0% | +56.2% | +45.8% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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