+1,527.5%
META vs INDA
+169.9%
+1,357.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +6.7% | +0.7% | +6.0% | +6.3% |
| 30D | +4.8% | -0.8% | +5.6% | +5.2% |
| 3M | -1.6% | +3.9% | -5.6% | -3.7% |
| 6M | -7.5% | -0.7% | -6.8% | -7.0% |
| YTD | -6.4% | -7.7% | +1.3% | -2.3% |
| 1Y | -17.3% | -5.1% | -12.2% | -15.0% |
| 3Y | +109.9% | +13.6% | +96.3% | +95.9% |
| 5Y | +65.4% | +7.8% | +57.6% | +60.0% |
| 10Y | +391.8% | +84.6% | +307.2% | +266.4% |
| All | +1,527.5% | +169.9% | +1,357.6% | +972.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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