+96.8%
META vs TRV
+149.8%
-53.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +2.9% | +2.9% |
| 7D | +5.2% | +2.0% | +3.1% | +5.0% |
| 30D | -13.0% | +6.7% | -19.7% | -13.6% |
| 3M | +7.9% | +9.4% | -1.4% | +6.9% |
| 6M | +4.2% | +37.7% | -33.5% | +0.7% |
| YTD | -2.5% | +40.6% | -43.1% | -6.4% |
| 1Y | +5.6% | +42.4% | -36.9% | +1.3% |
| 3Y | +96.8% | +148.1% | -51.3% | +102.0% |
| All | +96.8% | +149.8% | -53.0% | +102.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling