+102.0%
META vs STX
+647.6%
-545.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.8% | -4.7% | +3.5% |
| 7D | +5.7% | -14.8% | +20.5% | +8.1% |
| 30D | -10.8% | -35.4% | +24.6% | -5.0% |
| 3M | +8.4% | -37.7% | +46.1% | +15.1% |
| 6M | +5.4% | -35.2% | +40.6% | +8.5% |
| YTD | -2.6% | +84.4% | -87.0% | -24.4% |
| 1Y | +3.5% | +82.3% | -78.7% | -19.9% |
| 3Y | +102.0% | +646.2% | -544.2% | -17.3% |
| All | +102.0% | +647.6% | -545.6% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling