META
Meta Platforms Inc - Class A
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
META Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 1.12% | 21.08% | 8.65% | 15.40% | 11.63% | 19.09% | 13.16% | 20.91% |
| Sharpe Ratio | 0.04 | 0.55 | 0.33 | 0.33 | 0.44 | 0.45 | 0.50 | 0.51 |
| Max Drawdown | -17.90% | -33.30% | -35.63% | -76.74% | -35.63% | -76.74% | -35.63% | -76.74% |
| % Time Invested | 88.5% | 100.0% | 80.1% | 100.0% | 86.6% | 100.0% | 87.5% | 100.0% |
| Trades / Year | 10.0 | 0.0 | 6.0 | 0.0 | 5.8 | 0.0 | 5.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-21 | Open | Open | 33% | $671.00 | $669.12 | -0.28% | Mark-to-Market |
| 2026-04-21 | Open | Interest | 33% | $1.00 | $1.00 | 0.12% | Mark-to-Market |
| 2026-04-21 | Open | Interest | 34% | $1.00 | $1.00 | 0.12% | Mark-to-Market |
| 2026-04-16 | 2026-04-21 | Completed | 33% | $675.99 | $671.00 | -0.74% | Signal |
| 2026-04-16 | 2026-04-21 | Completed | 34% | $675.99 | $671.00 | -0.74% | Signal |
| 2026-03-27 | 2026-04-21 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2026-03-20 | 2026-04-16 | Interest | 34% | $1.00 | $1.00 | 0.30% | Interest Income |
| 2025-12-04 | 2026-04-16 | Interest | 33% | $1.00 | $1.01 | 1.48% | Interest Income |
| 2026-03-11 | 2026-03-27 | Completed | 33% | $654.20 | $540.10 | -17.44% | Stop |
| 2025-11-25 | 2026-03-20 | Completed | 34% | $622.96 | $603.53 | -3.12% | Stop |
| 2026-02-17 | 2026-03-11 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2025-11-24 | 2026-02-17 | Completed | 33% | $597.72 | $638.95 | 6.90% | Stop |
| 2025-11-25 | 2025-12-04 | Completed | 33% | $622.96 | $674.87 | 8.33% | Signal |
| 2025-11-03 | 2025-11-25 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-11-03 | 2025-11-25 | Interest | 34% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-10-31 | 2025-11-24 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-07-11 | 2025-11-03 | Completed | 33% | $720.81 | $654.90 | -9.14% | Stop |
| 2025-05-14 | 2025-11-03 | Completed | 34% | $659.15 | $654.90 | -0.64% | Stop |
| 2025-04-30 | 2025-10-31 | Completed | 33% | $536.73 | $673.38 | 25.46% | Stop |
| 2025-05-23 | 2025-07-11 | Interest | 33% | $1.00 | $1.01 | 0.55% | Interest Income |
| 2025-05-14 | 2025-05-23 | Completed | 33% | $659.15 | $622.06 | -5.63% | Signal |
| 2025-04-22 | 2025-05-14 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-22 | 2025-05-14 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-07 | 2025-04-30 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-01 | 2025-04-22 | Completed | 33% | $569.06 | $490.34 | -13.83% | Stop |
| 2025-04-01 | 2025-04-22 | Completed | 34% | $569.06 | $490.34 | -13.83% | Stop |
| 2025-03-27 | 2025-04-07 | Completed | 33% | $600.13 | $483.59 | -19.42% | Stop |
| 2025-03-10 | 2025-04-01 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-10 | 2025-04-01 | Interest | 34% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-05 | 2025-03-27 | Interest | 33% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-19 | 2025-03-10 | Completed | 33% | $523.84 | $605.64 | 15.62% | Stop |
| 2024-08-19 | 2025-03-10 | Completed | 34% | $523.84 | $605.64 | 15.62% | Stop |
| 2024-08-09 | 2025-03-05 | Completed | 33% | $504.79 | $638.44 | 26.48% | Stop |
| 2024-07-26 | 2024-08-19 | Interest | 33% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-07-26 | 2024-08-19 | Interest | 34% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-07-18 | 2024-08-09 | Interest | 33% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2024-05-20 | 2024-07-26 | Completed | 33% | $466.79 | $461.53 | -1.13% | Stop |
| 2024-05-20 | 2024-07-26 | Completed | 34% | $466.79 | $461.53 | -1.13% | Stop |
| 2024-05-20 | 2024-07-18 | Completed | 33% | $466.79 | $472.27 | 1.17% | Stop |
| 2024-04-26 | 2024-05-20 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-04-26 | 2024-05-20 | Interest | 34% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2024-04-26 | 2024-05-20 | Interest | 33% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-11-07 | 2024-04-26 | Completed | 33% | $314.59 | $438.49 | 39.38% | Stop |
| 2023-04-27 | 2024-04-26 | Completed | 34% | $238.02 | $438.49 | 84.22% | Stop |
| 2023-02-10 | 2024-04-26 | Completed | 33% | $174.98 | $438.49 | 150.60% | Stop |
| 2022-07-27 | 2023-11-07 | Interest | 33% | $1.00 | $1.05 | 4.88% | Interest Income |
| 2022-03-08 | 2023-04-27 | Interest | 34% | $1.00 | $1.04 | 3.76% | Interest Income |
| 2021-12-07 | 2023-02-10 | Interest | 33% | $1.00 | $1.03 | 3.44% | Interest Income |
| 2022-06-17 | 2022-07-27 | Completed | 33% | $160.42 | $161.32 | 0.56% | Stop |
| 2022-05-25 | 2022-06-17 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2022-05-13 | 2022-05-25 | Completed | 33% | $191.08 | $179.00 | -6.32% | Stop |
| 2022-04-21 | 2022-05-13 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-21 | Completed | 33% | $210.76 | $200.03 | -5.09% | Stop |
| 2022-03-01 | 2022-03-08 | Completed | 34% | $208.24 | $186.39 | -10.49% | Signal |
| 2022-02-04 | 2022-03-01 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2022-01-25 | 2022-02-16 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-11-18 | 2022-02-04 | Completed | 34% | $337.07 | $233.14 | -30.83% | Stop |
| 2021-12-29 | 2022-01-25 | Completed | 33% | $344.21 | $297.61 | -13.54% | Stop |
| 2021-12-06 | 2021-12-29 | Interest | 33% | $1.00 | $1.00 | 0.09% | Interest Income |
| 2021-11-18 | 2021-12-07 | Completed | 33% | $337.07 | $319.07 | -5.34% | Signal |
| 2021-10-27 | 2021-12-06 | Completed | 33% | $311.74 | $305.73 | -1.93% | Stop |
| 2021-10-27 | 2021-11-18 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-10-27 | 2021-11-18 | Interest | 34% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-10-05 | 2021-10-27 | Interest | 33% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-04-07 | 2021-10-27 | Completed | 33% | $303.95 | $311.74 | 2.56% | Stop |
| 2020-10-14 | 2021-10-27 | Completed | 34% | $275.46 | $311.74 | 13.17% | Stop |
| 2021-02-04 | 2021-10-05 | Completed | 33% | $264.93 | $326.02 | 23.06% | Stop |
| 2021-03-01 | 2021-04-07 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2020-10-14 | 2021-03-01 | Completed | 33% | $275.46 | $258.79 | -6.05% | Signal |
| 2021-01-12 | 2021-02-04 | Interest | 33% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-10-06 | 2021-01-12 | Completed | 33% | $259.74 | $254.63 | -1.97% | Stop |
| 2020-09-22 | 2020-10-14 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-09-22 | 2020-10-14 | Interest | 34% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-09-14 | 2020-10-06 | Interest | 33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-06-22 | 2020-09-22 | Completed | 33% | $236.70 | $251.34 | 6.18% | Stop |
| 2020-03-24 | 2020-09-22 | Completed | 34% | $154.00 | $251.34 | 63.20% | Stop |
| 2020-07-23 | 2020-09-14 | Completed | 33% | $237.76 | $268.84 | 13.07% | Stop |
| 2020-06-30 | 2020-07-23 | Interest | 33% | $1.00 | $1.00 | 0.04% | Interest Income |
| 2020-03-23 | 2020-06-30 | Completed | 33% | $148.49 | $218.87 | 47.39% | Stop |
| 2020-05-28 | 2020-06-22 | Interest | 33% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-05-26 | 2020-05-28 | Completed | 33% | $237.90 | $222.55 | -6.45% | Signal |
| 2020-04-23 | 2020-05-26 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-24 | 2020-04-23 | Completed | 33% | $154.00 | $182.65 | 18.60% | Signal |
| 2020-03-02 | 2020-03-24 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-03-02 | 2020-03-24 | Interest | 34% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2020-02-28 | 2020-03-23 | Interest | 33% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-02 | 2020-03-02 | Completed | 33% | $200.56 | $192.52 | -4.01% | Stop |
| 2019-06-12 | 2020-03-02 | Completed | 34% | $176.99 | $192.52 | 8.77% | Stop |
| 2020-01-03 | 2020-02-28 | Completed | 33% | $205.60 | $181.28 | -11.83% | Stop |
| 2019-06-04 | 2020-01-03 | Interest | 33% | $1.00 | $1.01 | 1.07% | Interest Income |
| 2019-10-29 | 2019-12-02 | Interest | 33% | $1.00 | $1.00 | 0.16% | Interest Income |
| 2019-03-13 | 2019-10-29 | Completed | 33% | $170.98 | $190.20 | 11.24% | Signal |
| 2018-11-05 | 2019-06-12 | Interest | 34% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2019-01-17 | 2019-06-04 | Completed | 33% | $145.81 | $162.44 | 11.41% | Stop |
| 2018-10-18 | 2019-03-13 | Interest | 33% | $1.00 | $1.01 | 1.10% | Interest Income |
| 2018-12-24 | 2019-01-17 | Interest | 33% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2018-12-14 | 2018-12-24 | Completed | 33% | $142.22 | $122.14 | -14.12% | Stop |
| 2018-11-20 | 2018-12-14 | Interest | 33% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-10-31 | 2018-11-20 | Completed | 33% | $153.79 | $126.04 | -18.05% | Stop |
| 2018-10-12 | 2018-11-05 | Completed | 34% | $155.51 | $148.93 | -4.23% | Signal |
| 2018-10-09 | 2018-10-31 | Interest | 33% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-08-20 | 2018-10-18 | Completed | 33% | $172.68 | $157.28 | -8.92% | Signal |
| 2018-09-20 | 2018-10-12 | Interest | 34% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-08-20 | 2018-10-09 | Completed | 33% | $172.68 | $156.46 | -9.39% | Stop |
| 2018-08-20 | 2018-09-20 | Completed | 34% | $172.68 | $163.22 | -5.48% | Signal |
| 2018-07-27 | 2018-08-20 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-07-27 | 2018-08-20 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-07-27 | 2018-08-20 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-07-05 | 2018-07-27 | Completed | 33% | $193.22 | $178.47 | -7.64% | Stop |
| 2018-04-19 | 2018-07-27 | Completed | 34% | $164.91 | $178.47 | 8.23% | Stop |
| 2018-04-18 | 2018-07-27 | Completed | 33% | $165.58 | $178.47 | 7.78% | Stop |
| 2018-03-27 | 2018-07-05 | Interest | 33% | $1.00 | $1.01 | 0.79% | Interest Income |
| 2018-03-27 | 2018-04-19 | Interest | 34% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-03-26 | 2018-04-18 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2017-03-07 | 2018-03-27 | Completed | 33% | $135.96 | $155.09 | 14.07% | Stop |
| 2016-02-12 | 2018-03-27 | Completed | 34% | $102.93 | $155.09 | 50.67% | Stop |
| 2018-03-07 | 2018-03-26 | Completed | 33% | $177.35 | $159.57 | -10.03% | Stop |
| 2018-02-12 | 2018-03-07 | Interest | 33% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-12-06 | 2018-02-12 | Completed | 33% | $116.77 | $175.68 | 50.45% | Stop |
| 2017-01-12 | 2017-03-07 | Interest | 33% | $1.00 | $1.00 | 0.34% | Interest Income |
| 2016-02-12 | 2017-01-12 | Completed | 33% | $102.93 | $124.63 | 21.08% | Signal |
| 2016-11-11 | 2016-12-06 | Interest | 33% | $1.00 | $1.00 | 0.15% | Interest Income |
| 2016-02-09 | 2016-11-11 | Completed | 33% | $96.38 | $118.60 | 23.05% | Stop |
| 2016-01-21 | 2016-02-12 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2016-01-21 | 2016-02-12 | Interest | 34% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2016-01-15 | 2016-02-09 | Interest | 33% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 33% | $92.64 | $94.17 | 1.65% | Stop |
| 2015-09-17 | 2016-01-21 | Completed | 34% | $92.64 | $94.17 | 1.65% | Stop |
| 2015-09-17 | 2016-01-15 | Completed | 33% | $92.64 | $93.25 | 0.65% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 34% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2015-08-25 | 2015-09-17 | Interest | 33% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-08-06 | 2015-08-25 | Completed | 33% | $71.46 | $86.27 | 20.73% | Stop |
| 2014-08-06 | 2015-08-25 | Completed | 34% | $71.46 | $86.27 | 20.73% | Stop |
| 2014-08-06 | 2015-08-25 | Completed | 33% | $71.46 | $86.27 | 20.73% | Stop |
| 2014-08-04 | 2014-08-06 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-08-04 | 2014-08-06 | Interest | 34% | $1.00 | $1.00 | 0.01% | Interest Income |
| 2014-08-04 | 2014-08-06 | Interest | 33% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
