+425.7%
META vs WY
+6.7%
+419.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.4% | +4.9% |
| 7D | +5.7% | -0.8% | +6.5% | +5.9% |
| 30D | -10.8% | +10.6% | -21.4% | -14.3% |
| 3M | +8.4% | -16.6% | +25.0% | +15.1% |
| 6M | +5.4% | -8.6% | +14.0% | +7.9% |
| YTD | -2.6% | -8.4% | +5.8% | -1.0% |
| 1Y | +3.5% | -5.1% | +8.6% | +3.6% |
| 3Y | +102.0% | -21.9% | +123.9% | +112.3% |
| 5Y | +93.1% | -31.3% | +124.4% | +114.7% |
| 10Y | +425.7% | +3.6% | +422.1% | +375.7% |
| All | +425.7% | +6.7% | +419.0% | +375.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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