+1,511.3%
META vs TROW
+214.2%
+1,297.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -0.8% | +4.3% | -5.1% | -3.2% |
| 30D | -15.4% | +4.2% | -19.6% | -17.5% |
| 3M | +3.5% | -3.4% | +6.9% | +5.2% |
| 6M | -0.3% | +4.7% | -4.9% | -3.7% |
| YTD | -7.3% | +10.1% | -17.4% | -13.7% |
| 1Y | -1.1% | +11.7% | -12.8% | -8.8% |
| 3Y | +95.1% | +32.5% | +62.6% | +58.4% |
| 5Y | +80.6% | -38.5% | +119.1% | +121.2% |
| 10Y | +410.1% | +148.0% | +262.1% | +212.5% |
| All | +1,511.3% | +214.2% | +1,297.1% | +852.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling