+375.1%
META vs WBD
+12.5%
+362.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | +6.0% | -0.7% | +6.7% | +6.2% |
| 30D | +3.6% | +5.0% | -1.4% | +2.6% |
| 3M | +4.9% | +6.2% | -1.3% | +3.6% |
| 6M | -4.7% | +0.6% | -5.3% | -4.9% |
| YTD | -6.9% | -2.4% | -4.5% | -6.6% |
| 1Y | -18.2% | +127.7% | -145.9% | -32.0% |
| 3Y | +107.8% | +148.4% | -40.7% | +61.6% |
| 5Y | +63.9% | +4.2% | +59.7% | +44.4% |
| 10Y | +375.1% | +10.8% | +364.3% | +278.1% |
| All | +375.1% | +12.5% | +362.6% | +278.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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