+436.0%
META vs NOK
+124.2%
+311.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | +3.3% | -2.7% | +6.0% | +3.8% |
| 30D | -10.8% | -20.4% | +9.6% | -6.5% |
| 3M | +7.9% | -9.6% | +17.5% | +8.9% |
| 6M | +5.4% | -35.6% | +41.0% | +12.5% |
| YTD | -2.6% | +27.5% | -30.1% | -14.3% |
| 1Y | +1.9% | +18.4% | -16.5% | -8.8% |
| 3Y | +97.0% | +151.8% | -54.8% | +38.2% |
| 5Y | +97.6% | +61.1% | +36.5% | +57.2% |
| 10Y | +436.0% | +123.7% | +312.3% | +257.8% |
| All | +436.0% | +124.2% | +311.9% | +257.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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