+379.6%
META vs TER
+1,661.5%
-1,281.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.5% | -4.5% | -0.7% |
| 7D | +6.7% | +0.6% | +6.1% | +6.4% |
| 30D | +4.8% | -8.3% | +13.0% | +6.8% |
| 3M | -1.6% | -12.2% | +10.6% | -2.4% |
| 6M | -7.5% | +17.1% | -24.5% | -20.0% |
| YTD | -6.4% | +84.7% | -91.1% | -32.9% |
| 1Y | -17.3% | +199.9% | -217.3% | -52.4% |
| 3Y | +109.9% | +232.8% | -122.8% | +6.0% |
| 5Y | +65.4% | +198.6% | -133.2% | -15.2% |
| All | +379.6% | +1,661.5% | -1,281.9% | +19.8% |
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