+1,527.5%
META vs WU
-12.3%
+1,539.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +6.7% | -0.8% | +7.5% | +7.0% |
| 30D | +4.8% | -1.1% | +5.9% | +5.1% |
| 3M | -1.6% | -3.9% | +2.2% | -1.7% |
| 6M | -7.5% | -20.7% | +13.2% | -2.0% |
| YTD | -6.4% | -18.4% | +12.0% | -2.0% |
| 1Y | -17.3% | -8.1% | -9.3% | -17.4% |
| 3Y | +109.9% | -24.2% | +134.1% | +118.1% |
| 5Y | +65.4% | -50.4% | +115.8% | +96.7% |
| 10Y | +391.8% | -40.0% | +431.8% | +427.3% |
| All | +1,527.5% | -12.3% | +1,539.8% | +1,500.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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