+447.1%
META vs NOW
+507.2%
-60.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | 0.0% |
| 7D | +3.1% | -1.7% | +4.7% | +3.7% |
| 30D | -18.2% | -27.4% | +9.2% | -10.2% |
| 3M | +7.8% | -19.4% | +27.3% | +12.2% |
| 6M | +3.6% | +13.1% | -9.5% | -9.7% |
| YTD | -5.3% | -34.3% | +29.0% | +1.8% |
| 1Y | +2.7% | -41.8% | +44.5% | +16.2% |
| 3Y | +91.5% | -20.7% | +112.2% | +78.2% |
| 5Y | +84.7% | -27.2% | +111.9% | +70.8% |
| All | +447.1% | +507.2% | -60.1% | +83.2% |
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