+379.6%
META vs NDAQ
+374.2%
+5.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +2.1% |
| 7D | +6.7% | -2.4% | +9.2% | +8.2% |
| 30D | +4.8% | +2.5% | +2.3% | +3.2% |
| 3M | -1.6% | +9.9% | -11.6% | -7.3% |
| 6M | -7.5% | +9.4% | -16.9% | -13.1% |
| YTD | -6.4% | +0.4% | -6.8% | -8.1% |
| 1Y | -17.3% | +4.0% | -21.4% | -20.9% |
| 3Y | +109.9% | +94.4% | +15.5% | +34.6% |
| 5Y | +65.4% | +56.7% | +8.6% | +20.0% |
| All | +379.6% | +374.2% | +5.4% | +102.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling