+375.1%
META vs UUUU
+519.5%
-144.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.7% |
| 7D | +6.0% | +2.8% | +3.2% | +5.7% |
| 30D | +3.6% | +3.4% | +0.2% | +3.0% |
| 3M | +4.9% | -3.9% | +8.8% | +4.7% |
| 6M | -4.7% | -23.2% | +18.5% | -3.2% |
| YTD | -6.9% | +0.6% | -7.4% | -10.2% |
| 1Y | -18.2% | +22.9% | -41.0% | -24.8% |
| 3Y | +107.8% | +98.6% | +9.1% | +69.6% |
| 5Y | +63.9% | +130.2% | -66.3% | +26.4% |
| 10Y | +375.1% | +519.5% | -144.4% | +184.6% |
| All | +375.1% | +519.5% | -144.4% | +184.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling