+425.7%
META vs UUUU
+458.0%
-32.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.8% | -4.6% | +3.9% |
| 7D | +5.7% | -1.1% | +6.8% | +5.8% |
| 30D | -10.8% | -26.6% | +15.9% | -7.5% |
| 3M | +8.4% | -48.3% | +56.7% | +17.0% |
| 6M | +5.4% | -65.8% | +71.2% | +18.6% |
| YTD | -2.6% | -49.7% | +47.1% | +1.9% |
| 1Y | +3.5% | -53.3% | +56.8% | +8.8% |
| 3Y | +102.0% | -7.4% | +109.4% | +80.7% |
| 5Y | +93.1% | -33.4% | +126.4% | +71.3% |
| 10Y | +425.7% | +441.5% | -15.8% | +229.7% |
| All | +425.7% | +458.0% | -32.4% | +229.7% |
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