+379.6%
META vs NOW
+820.5%
-440.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +2.2% |
| 7D | +6.7% | -2.4% | +9.1% | +7.5% |
| 30D | +4.8% | +20.5% | -15.8% | -3.8% |
| 3M | -1.6% | +18.3% | -20.0% | -9.7% |
| 6M | -7.5% | +24.1% | -31.5% | -20.3% |
| YTD | -6.4% | -7.8% | +1.4% | -8.9% |
| 1Y | -17.3% | -21.4% | +4.1% | -14.0% |
| 3Y | +109.9% | +19.5% | +90.4% | +71.0% |
| 5Y | +65.4% | +4.1% | +61.3% | +37.3% |
| All | +379.6% | +820.5% | -440.9% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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