+79.1%
META vs TECH
-39.6%
+118.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.9% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -18.1% | +0.3% | -18.4% | -18.2% |
| 3M | +2.9% | +1.0% | +1.8% | +2.5% |
| 6M | +0.2% | +28.6% | -28.4% | -8.9% |
| YTD | -8.1% | +24.1% | -32.2% | -16.9% |
| 1Y | -4.5% | +21.9% | -26.4% | -13.3% |
| 3Y | +94.2% | +25.7% | +68.5% | +55.9% |
| 5Y | +79.1% | -40.2% | +119.3% | +114.6% |
| All | +79.1% | -39.6% | +118.7% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 5y: compounded portfolio wealth divided by compounded TECH 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…
5y analysis · Full analysis span regression · 6 months rolling