+107.3%
META vs SUI
+12.1%
+95.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | +6.7% | -2.8% | +9.5% | +7.1% |
| 30D | +4.8% | -1.2% | +5.9% | +4.9% |
| 3M | -1.6% | -1.7% | +0.1% | -1.4% |
| 6M | -7.5% | -10.5% | +3.0% | -6.3% |
| YTD | -6.4% | -1.8% | -4.6% | -6.2% |
| 1Y | -17.3% | -4.1% | -13.3% | -16.9% |
| All | +107.3% | +12.1% | +95.2% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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