+161.1%
META vs OPEN
-87.0%
+248.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.8% | +22.6% | +3.1% |
| 7D | -0.8% | -22.2% | +21.4% | +1.4% |
| 30D | -15.4% | -38.3% | +22.9% | -11.6% |
| 3M | +3.5% | -59.4% | +62.9% | +12.9% |
| 6M | -0.3% | -74.4% | +74.1% | +13.5% |
| YTD | -7.3% | -76.0% | +68.7% | +5.2% |
| 1Y | -1.1% | -78.7% | +77.6% | +12.8% |
| 3Y | +95.1% | -30.0% | +125.1% | +56.6% |
| 5Y | +80.6% | -93.7% | +174.3% | +76.0% |
| All | +161.1% | -87.0% | +248.1% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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