+95.1%
META vs UUUU
-18.4%
+113.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.8% |
| 7D | -0.8% | -13.6% | +12.8% | +0.3% |
| 30D | -15.4% | -35.1% | +19.7% | -12.8% |
| 3M | +3.5% | -48.4% | +51.9% | +8.2% |
| 6M | -0.3% | -71.7% | +71.4% | +8.0% |
| YTD | -7.3% | -54.2% | +46.9% | -4.2% |
| 1Y | -1.1% | -56.0% | +54.9% | +2.2% |
| 3Y | +95.1% | -13.1% | +108.1% | +76.1% |
| All | +95.1% | -18.4% | +113.4% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling