+0.8%
META vs TER
+42.7%
-41.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.8% | +8.3% | +1.8% |
| 7D | +2.9% | -19.9% | +22.7% | +4.0% |
| 30D | -15.1% | -43.5% | +28.5% | -13.0% |
| 3M | +7.2% | -37.8% | +45.0% | +9.5% |
| 6M | +3.4% | -25.6% | +28.9% | +2.6% |
| YTD | -4.3% | +29.8% | -34.1% | -11.0% |
| 1Y | +0.8% | +43.2% | -42.4% | -7.7% |
| All | +0.8% | +42.7% | -41.9% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling