+404.3%
META vs NDAQ
+475.8%
-71.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.7% |
| 7D | -0.8% | +0.8% | -1.6% | -1.3% |
| 30D | -15.4% | +16.5% | -31.9% | -23.1% |
| 3M | +3.5% | +13.5% | -10.0% | -4.7% |
| 6M | -0.3% | +20.9% | -21.2% | -12.0% |
| YTD | -7.3% | +11.4% | -18.7% | -15.0% |
| 1Y | -1.1% | +25.9% | -27.0% | -15.9% |
| 3Y | +95.1% | +119.9% | -24.8% | +15.9% |
| 5Y | +80.6% | +61.7% | +18.8% | +27.7% |
| All | +404.3% | +475.8% | -71.5% | +87.3% |
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