+1,527.5%
META vs WY
+107.1%
+1,420.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.7% |
| 7D | +6.7% | -1.7% | +8.4% | +7.3% |
| 30D | +4.8% | -10.1% | +14.8% | +8.7% |
| 3M | -1.6% | -5.1% | +3.5% | -0.1% |
| 6M | -7.5% | -4.8% | -2.7% | -6.3% |
| YTD | -6.4% | -0.2% | -6.2% | -7.2% |
| 1Y | -17.3% | -6.6% | -10.7% | -16.4% |
| 3Y | +109.9% | -22.7% | +132.7% | +122.7% |
| 5Y | +65.4% | -22.2% | +87.6% | +76.0% |
| 10Y | +391.8% | +7.3% | +384.5% | +336.2% |
| All | +1,527.5% | +107.1% | +1,420.4% | +1,295.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling