+95.1%
META vs WY
-25.3%
+120.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.3% |
| 7D | -0.8% | +3.1% | -3.9% | -1.4% |
| 30D | -15.4% | +13.0% | -28.4% | -17.4% |
| 3M | +3.5% | -16.8% | +20.3% | +7.4% |
| 6M | -0.3% | -11.2% | +10.9% | +1.9% |
| YTD | -7.3% | -9.1% | +1.7% | -6.1% |
| 1Y | -1.1% | -4.8% | +3.7% | -0.8% |
| 3Y | +95.1% | -25.3% | +120.3% | +103.0% |
| All | +95.1% | -25.3% | +120.4% | +103.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling