+95.1%
META vs TRV
+146.9%
-51.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.0% |
| 7D | -0.8% | -0.3% | -0.5% | -0.8% |
| 30D | -15.4% | +9.6% | -25.0% | -16.2% |
| 3M | +3.5% | +2.7% | +0.8% | +3.2% |
| 6M | -0.3% | +32.0% | -32.3% | -3.2% |
| YTD | -7.3% | +37.8% | -45.1% | -10.8% |
| 1Y | -1.1% | +45.2% | -46.3% | -5.4% |
| 3Y | +95.1% | +145.3% | -50.2% | +96.1% |
| All | +95.1% | +146.9% | -51.9% | +96.1% |
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