+1,527.5%
META vs TECH
+387.5%
+1,140.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +6.7% | +0.1% | +6.6% | +6.7% |
| 30D | +4.8% | +0.7% | +4.0% | +4.5% |
| 3M | -1.6% | +36.3% | -38.0% | -12.8% |
| 6M | -7.5% | +25.6% | -33.0% | -17.2% |
| YTD | -6.4% | +23.7% | -30.1% | -16.6% |
| 1Y | -17.3% | +37.6% | -55.0% | -30.3% |
| 3Y | +109.9% | -6.6% | +116.5% | +95.8% |
| 5Y | +65.4% | -42.2% | +107.6% | +87.9% |
| 10Y | +391.8% | +187.6% | +204.2% | +176.8% |
| All | +1,527.5% | +387.5% | +1,140.0% | +706.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling