+174.4%
META vs OPEN
-87.8%
+262.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.1% | +7.1% | +0.8% |
| 7D | +3.3% | -24.7% | +28.0% | +5.9% |
| 30D | -10.8% | -41.0% | +30.2% | -6.3% |
| 3M | +7.9% | -62.4% | +70.3% | +18.6% |
| 6M | +5.4% | -73.9% | +79.2% | +19.7% |
| YTD | -2.6% | -77.5% | +74.9% | +11.3% |
| 1Y | +1.9% | -83.6% | +85.4% | +19.6% |
| 3Y | +97.0% | -37.0% | +134.0% | +60.4% |
| 5Y | +97.6% | -93.3% | +190.9% | +91.8% |
| All | +174.4% | -87.8% | +262.3% | +147.9% |
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