+1,563.7%
META vs PWR
+2,571.3%
-1,007.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -11.7% | +13.1% | +4.7% |
| 7D | +2.9% | -4.4% | +7.2% | +3.8% |
| 30D | -15.1% | -15.1% | 0.0% | -11.6% |
| 3M | +7.2% | -16.2% | +23.5% | +11.6% |
| 6M | +3.4% | -23.3% | +26.7% | +9.0% |
| YTD | -4.3% | +37.6% | -41.9% | -17.4% |
| 1Y | +0.8% | +32.4% | -31.6% | -12.2% |
| 3Y | +102.2% | +244.2% | -142.0% | +26.5% |
| 5Y | +89.4% | +416.2% | -326.8% | +3.6% |
| 10Y | +426.7% | +2,008.1% | -1,581.4% | +87.5% |
| All | +1,563.7% | +2,571.3% | -1,007.6% | +432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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