+425.7%
META vs TRGP
+772.2%
-346.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.7% | +4.5% |
| 7D | +5.7% | -7.2% | +12.9% | +7.0% |
| 30D | -10.8% | -4.2% | -6.6% | -10.2% |
| 3M | +8.4% | +7.0% | +1.5% | +6.7% |
| 6M | +5.4% | +11.2% | -5.9% | +2.5% |
| YTD | -2.6% | +51.1% | -53.7% | -10.9% |
| 1Y | +3.5% | +62.0% | -58.5% | -6.6% |
| 3Y | +102.0% | +248.2% | -146.2% | +57.8% |
| 5Y | +93.1% | +432.4% | -339.3% | +39.1% |
| 10Y | +425.7% | +739.5% | -313.9% | +216.1% |
| All | +425.7% | +772.2% | -346.5% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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