+375.1%
META vs MKC
+26.1%
+349.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +6.0% | -4.3% | +10.4% | +7.0% |
| 30D | +3.6% | -2.0% | +5.6% | +4.0% |
| 3M | +4.9% | +10.0% | -5.1% | +2.6% |
| 6M | -4.7% | -18.5% | +13.8% | -0.8% |
| YTD | -6.9% | -22.4% | +15.5% | -2.5% |
| 1Y | -18.2% | -23.6% | +5.4% | -14.2% |
| 3Y | +107.8% | -30.4% | +138.2% | +120.9% |
| 5Y | +63.9% | -34.2% | +98.1% | +74.3% |
| 10Y | +375.1% | +26.8% | +348.2% | +332.3% |
| All | +375.1% | +26.1% | +349.0% | +332.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MKC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling