+0.8%
META vs TRV
+54.4%
-53.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | +1.3% |
| 7D | +2.9% | +3.9% | -1.0% | +2.7% |
| 30D | -15.1% | +13.5% | -28.5% | -15.6% |
| 3M | +7.2% | +8.9% | -1.6% | +6.7% |
| 6M | +3.4% | +36.8% | -33.4% | +2.6% |
| YTD | -4.3% | +42.7% | -47.0% | -9.0% |
| 1Y | +0.8% | +49.9% | -49.1% | -6.3% |
| All | +0.8% | +54.4% | -53.6% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1y: compounded portfolio wealth divided by compounded TRV 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…
1y analysis · Full analysis span regression · 6 months rolling