+79.1%
META vs OPEN
-92.5%
+171.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.6% | +5.6% | -2.9% |
| 7D | -3.1% | -5.8% | +2.7% | -2.6% |
| 30D | -18.1% | -21.1% | +3.0% | -16.3% |
| 3M | +2.9% | -52.4% | +55.2% | +10.9% |
| 6M | +0.2% | -65.8% | +66.0% | +11.4% |
| YTD | -8.1% | -69.3% | +61.2% | +2.4% |
| 1Y | -4.5% | -75.2% | +70.7% | +7.9% |
| 3Y | +94.2% | -14.4% | +108.5% | +48.8% |
| 5Y | +79.1% | -92.0% | +171.1% | +98.9% |
| All | +79.1% | -92.5% | +171.5% | +98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling