+5.6%
META vs RSP
+18.5%
-12.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.7% |
| 7D | +5.2% | +2.4% | +2.8% | +2.8% |
| 30D | -13.0% | +4.3% | -17.3% | -16.5% |
| 3M | +7.9% | -0.3% | +8.3% | +8.4% |
| 6M | +4.2% | +9.8% | -5.6% | -4.6% |
| YTD | -2.5% | +16.8% | -19.4% | -16.7% |
| 1Y | +5.6% | +19.5% | -13.9% | -11.4% |
| All | +5.6% | +18.5% | -12.9% | -11.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling