+107.3%
META vs NDAQ
+94.9%
+12.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.9% |
| 7D | +6.7% | -2.4% | +9.2% | +7.9% |
| 30D | +4.8% | +2.5% | +2.3% | +3.5% |
| 3M | -1.6% | +9.9% | -11.6% | -6.2% |
| 6M | -7.5% | +9.4% | -16.9% | -12.0% |
| YTD | -6.4% | +0.4% | -6.8% | -7.7% |
| 1Y | -17.3% | +4.0% | -21.4% | -20.2% |
| All | +107.3% | +94.9% | +12.4% | +64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling