+418.8%
META vs SU
+259.2%
+159.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +6.2% |
| 7D | +10.3% | +1.6% | +8.7% | +9.9% |
| 30D | +9.9% | +10.7% | -0.9% | +7.6% |
| 3M | +11.9% | +13.5% | -1.6% | +8.7% |
| 6M | +1.2% | +21.8% | -20.7% | -3.9% |
| YTD | -0.8% | +58.8% | -59.6% | -11.2% |
| 1Y | -14.3% | +72.0% | -86.4% | -24.8% |
| 3Y | +121.4% | +121.7% | -0.3% | +81.3% |
| 5Y | +74.5% | +350.4% | -276.0% | +20.0% |
| 10Y | +418.8% | +264.7% | +154.2% | +277.1% |
| All | +418.8% | +259.2% | +159.6% | +277.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SU 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling