+433.3%
META vs STX
+2,193.3%
-1,760.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +10.0% | -12.0% | -4.7% |
| 7D | -0.2% | -1.0% | +0.8% | -0.5% |
| 30D | -15.4% | -26.8% | +11.4% | -8.8% |
| 3M | +5.0% | -32.7% | +37.7% | +14.0% |
| 6M | +5.2% | -33.7% | +38.9% | +10.9% |
| YTD | -4.5% | +101.0% | -105.5% | -32.9% |
| 1Y | +0.6% | +92.7% | -92.1% | -28.8% |
| 3Y | +93.1% | +708.7% | -615.6% | -24.4% |
| 5Y | +93.7% | +504.0% | -410.3% | -18.8% |
| 10Y | +433.3% | +2,108.4% | -1,675.0% | +52.5% |
| All | +433.3% | +2,193.3% | -1,760.0% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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