+81.9%
META vs TRGP
+415.2%
-333.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.5% |
| 7D | -0.8% | -16.0% | +15.2% | +3.2% |
| 30D | -15.4% | -6.4% | -9.0% | -14.2% |
| 3M | +3.5% | -1.0% | +4.5% | +3.0% |
| 6M | -0.3% | +7.0% | -7.2% | -3.6% |
| YTD | -7.3% | +46.1% | -53.4% | -19.7% |
| 1Y | -1.1% | +58.7% | -59.8% | -16.8% |
| 3Y | +95.1% | +221.9% | -126.8% | +27.3% |
| All | +81.9% | +415.2% | -333.2% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling