+95.1%
META vs TER
+150.3%
-55.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.7% | +0.5% |
| 7D | -0.8% | -20.5% | +19.7% | +2.2% |
| 30D | -15.4% | -47.0% | +31.6% | -8.1% |
| 3M | +3.5% | -43.3% | +46.8% | +10.9% |
| 6M | -0.3% | -42.9% | +42.6% | +4.3% |
| YTD | -7.3% | +12.9% | -20.2% | -18.0% |
| 1Y | -1.1% | +18.2% | -19.3% | -13.6% |
| 3Y | +95.1% | +151.8% | -56.7% | +34.0% |
| All | +95.1% | +150.3% | -55.2% | +34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling