+1,511.3%
META vs UUUU
-46.7%
+1,558.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.7% |
| 7D | -0.8% | -13.6% | +12.8% | +0.6% |
| 30D | -15.4% | -35.1% | +19.7% | -11.9% |
| 3M | +3.5% | -48.4% | +51.9% | +9.9% |
| 6M | -0.3% | -71.7% | +71.4% | +11.5% |
| YTD | -7.3% | -54.2% | +46.9% | -2.9% |
| 1Y | -1.1% | -56.0% | +54.9% | +3.7% |
| 3Y | +95.1% | -13.1% | +108.1% | +81.4% |
| 5Y | +80.6% | -35.2% | +115.8% | +66.9% |
| 10Y | +410.1% | +404.5% | +5.6% | +282.5% |
| All | +1,511.3% | -46.7% | +1,558.0% | +1,124.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling