+0.6%
META vs TRV
+42.9%
-42.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -2.0% |
| 7D | -0.2% | -2.4% | +2.2% | -0.1% |
| 30D | -15.4% | +7.5% | -22.8% | -15.6% |
| 3M | +5.0% | +6.7% | -1.7% | +4.7% |
| 6M | +5.2% | +35.5% | -30.3% | +4.2% |
| YTD | -4.5% | +39.3% | -43.8% | -9.1% |
| 1Y | +0.6% | +41.8% | -41.2% | -4.4% |
| All | +0.6% | +42.9% | -42.3% | -4.4% |
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