+436.0%
META vs SPXU
-99.5%
+535.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | +0.5% |
| 7D | +3.3% | +0.5% | +2.8% | +4.2% |
| 30D | -10.8% | +10.9% | -21.7% | -5.5% |
| 3M | +7.9% | +9.6% | -1.7% | +14.2% |
| 6M | +5.4% | -4.7% | +10.1% | +6.1% |
| YTD | -2.6% | -24.6% | +22.0% | -9.8% |
| 1Y | +1.9% | -24.7% | +26.6% | -5.3% |
| 3Y | +97.0% | -80.0% | +177.0% | +18.7% |
| 5Y | +97.6% | -83.5% | +181.1% | +40.2% |
| 10Y | +436.0% | -99.5% | +535.5% | +37.6% |
| All | +436.0% | -99.5% | +535.5% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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