+79.1%
META vs NOW
-27.1%
+106.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.9% | +2.0% | -2.0% |
| 7D | -3.1% | -6.7% | +3.6% | -0.9% |
| 30D | -18.1% | -25.8% | +7.7% | -11.9% |
| 3M | +2.9% | -12.7% | +15.5% | +3.1% |
| 6M | +0.2% | +11.2% | -11.1% | -11.3% |
| YTD | -8.1% | -33.2% | +25.1% | -1.3% |
| 1Y | -4.5% | -41.8% | +37.3% | +9.0% |
| 3Y | +94.2% | -15.7% | +109.8% | +73.9% |
| 5Y | +79.1% | -26.0% | +105.1% | +67.8% |
| All | +79.1% | -27.1% | +106.2% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling