+462.9%
META vs SU
+242.3%
+220.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.7% |
| 7D | +5.2% | +1.7% | +3.5% | +4.8% |
| 30D | -13.0% | -7.9% | -5.1% | -11.7% |
| 3M | +7.9% | +7.5% | +0.4% | +6.0% |
| 6M | +4.2% | +7.2% | -3.0% | +2.1% |
| YTD | -2.5% | +60.9% | -63.5% | -13.2% |
| 1Y | +5.6% | +63.6% | -58.1% | -6.4% |
| 3Y | +96.8% | +128.9% | -32.1% | +59.9% |
| 5Y | +90.0% | +228.3% | -138.2% | +39.7% |
| All | +462.9% | +242.3% | +220.6% | +313.2% |
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