+62.8%
META vs RSP
+52.0%
+10.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.6% |
| 7D | +6.7% | -0.8% | +7.5% | +7.8% |
| 30D | +4.8% | -0.3% | +5.1% | +5.3% |
| 3M | -1.6% | +4.3% | -5.9% | -6.9% |
| 6M | -7.5% | +8.8% | -16.3% | -17.4% |
| YTD | -6.4% | +15.3% | -21.7% | -22.8% |
| 1Y | -17.3% | +18.3% | -35.6% | -34.4% |
| 3Y | +109.9% | +52.8% | +57.1% | +13.9% |
| All | +62.8% | +52.0% | +10.8% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling