+93.1%
META vs TECH
-41.1%
+134.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +5.7% | +0.2% | +5.5% | +5.6% |
| 30D | -10.8% | +0.5% | -11.3% | -10.9% |
| 3M | +8.4% | +0.9% | +7.5% | +8.1% |
| 6M | +5.4% | +51.0% | -45.7% | -8.3% |
| YTD | -2.6% | +24.4% | -27.0% | -11.9% |
| 1Y | +3.5% | +27.6% | -24.1% | -7.6% |
| 3Y | +102.0% | +29.9% | +72.1% | +59.1% |
| 5Y | +93.1% | -40.6% | +133.7% | +135.3% |
| All | +93.1% | -41.1% | +134.2% | +135.3% |
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