+95.1%
META vs O
+37.3%
+57.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +0.7% |
| 7D | -0.8% | +3.7% | -4.5% | -0.2% |
| 30D | -15.4% | +11.2% | -26.6% | -13.8% |
| 3M | +3.5% | -4.0% | +7.5% | +3.0% |
| 6M | -0.3% | -5.2% | +5.0% | -0.8% |
| YTD | -7.3% | +9.5% | -16.8% | -5.7% |
| 1Y | -1.1% | +10.6% | -11.7% | +0.8% |
| 3Y | +95.1% | +38.1% | +56.9% | +104.3% |
| All | +95.1% | +37.3% | +57.8% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 3y: compounded portfolio wealth divided by compounded O 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…
3y analysis · Full analysis span regression · 6 months rolling