+163.7%
META vs OPEN
-70.7%
+234.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.4% | +0.9% |
| 7D | +6.7% | -4.3% | +11.0% | +7.2% |
| 30D | +4.8% | -16.2% | +21.0% | +6.6% |
| 3M | -1.6% | -36.4% | +34.7% | +2.7% |
| 6M | -7.5% | -35.5% | +28.0% | -4.0% |
| YTD | -6.4% | -46.0% | +39.6% | -1.7% |
| 1Y | -17.3% | -47.1% | +29.8% | -17.0% |
| 3Y | +109.9% | -19.0% | +129.0% | +72.7% |
| 5Y | +65.4% | -83.6% | +148.9% | +46.9% |
| All | +163.7% | -70.7% | +234.4% | +118.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling