+433.3%
META vs RSP
+216.5%
+216.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.8% |
| 7D | -0.2% | -0.3% | +0.1% | +0.2% |
| 30D | -15.4% | +4.4% | -19.8% | -19.1% |
| 3M | +5.0% | +1.3% | +3.8% | +3.7% |
| 6M | +5.2% | +10.0% | -4.8% | -4.6% |
| YTD | -4.5% | +17.6% | -22.1% | -19.2% |
| 1Y | +0.6% | +19.2% | -18.6% | -16.1% |
| 3Y | +93.1% | +66.0% | +27.0% | +14.8% |
| 5Y | +93.7% | +50.4% | +43.3% | +30.7% |
| 10Y | +433.3% | +215.7% | +217.7% | +80.2% |
| All | +433.3% | +216.5% | +216.9% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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