+404.3%
META vs NOW
+501.5%
-97.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -0.8% | -3.0% | +2.2% | +0.4% |
| 30D | -15.4% | -26.0% | +10.6% | -7.7% |
| 3M | +3.5% | -13.1% | +16.6% | +4.4% |
| 6M | -0.3% | +14.5% | -14.8% | -13.5% |
| YTD | -7.3% | -33.4% | +26.1% | -0.9% |
| 1Y | -1.1% | -40.6% | +39.5% | +11.1% |
| 3Y | +95.1% | -16.3% | +111.4% | +77.1% |
| 5Y | +80.6% | -26.3% | +106.9% | +66.3% |
| All | +404.3% | +501.5% | -97.2% | +68.7% |
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