+425.7%
META vs TER
+1,026.7%
-601.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.7% | -7.6% | +1.3% |
| 7D | +5.7% | -5.8% | +11.5% | +7.0% |
| 30D | -10.8% | -38.9% | +28.2% | +2.5% |
| 3M | +8.4% | -35.1% | +43.5% | +20.4% |
| 6M | +5.4% | -31.6% | +37.0% | +9.4% |
| YTD | -2.6% | +27.2% | -29.8% | -23.3% |
| 1Y | +3.5% | +35.2% | -31.7% | -20.9% |
| 3Y | +102.0% | +192.8% | -90.8% | +0.4% |
| 5Y | +93.1% | +72.4% | +20.7% | +16.6% |
| 10Y | +425.7% | +1,001.8% | -576.2% | +53.4% |
| All | +425.7% | +1,026.7% | -601.1% | +53.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling