+386.9%
META vs SU
+253.3%
+133.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.7% |
| 7D | +6.0% | -1.0% | +7.0% | +6.2% |
| 30D | +3.6% | +13.7% | -10.1% | +0.9% |
| 3M | +4.9% | +8.0% | -3.1% | +2.9% |
| 6M | -4.7% | +21.0% | -25.7% | -9.4% |
| YTD | -6.9% | +56.2% | -63.1% | -16.4% |
| 1Y | -18.2% | +72.2% | -90.4% | -28.2% |
| 3Y | +107.8% | +118.1% | -10.3% | +70.7% |
| 5Y | +63.9% | +350.3% | -286.4% | +12.7% |
| All | +386.9% | +253.3% | +133.6% | +255.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling