+96.8%
META vs OPEN
-42.5%
+139.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.6% | +6.5% | +3.1% |
| 7D | +5.2% | -15.0% | +20.2% | +6.0% |
| 30D | -13.0% | -40.2% | +27.2% | -11.0% |
| 3M | +7.9% | -67.4% | +75.3% | +13.7% |
| 6M | +4.2% | -74.0% | +78.3% | +10.7% |
| YTD | -2.5% | -79.6% | +77.1% | +4.2% |
| 1Y | +5.6% | -86.1% | +91.7% | +14.4% |
| 3Y | +96.8% | -41.4% | +138.2% | +89.1% |
| All | +96.8% | -42.5% | +139.3% | +89.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling