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 | 58.97% | 21.08% | 11.14% | 15.40% | 15.90% | 19.09% | 17.22% | 20.91% |
| Sharpe Ratio | 1.47 | 0.55 | 0.38 | 0.33 | 0.53 | 0.45 | 0.58 | 0.51 |
| Max Drawdown | -15.58% | -33.30% | -40.25% | -76.74% | -41.85% | -76.74% | -41.85% | -76.74% |
| % Time Invested | 86.9% | 100.0% | 63.1% | 100.0% | 69.5% | 100.0% | 72.9% | 100.0% |
| Trades / Year | 2.0 | 0.0 | 2.0 | 0.0 | 1.8 | 0.0 | 1.8 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-01 | Open | Open | 100% | $580.13 | $669.12 | 15.34% | Mark-to-Market |
| 2026-03-10 | 2026-04-01 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-11-24 | 2026-03-10 | Completed | 100% | $597.72 | $653.00 | 9.25% | Stop |
| 2025-10-31 | 2025-11-24 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-30 | 2025-10-31 | Completed | 100% | $536.73 | $673.38 | 25.46% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-27 | 2025-04-07 | Completed | 100% | $600.13 | $483.59 | -19.42% | Stop |
| 2025-03-05 | 2025-03-27 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-19 | 2025-03-05 | Completed | 100% | $523.84 | $638.44 | 21.88% | Stop |
| 2024-07-26 | 2024-08-19 | Interest | 100% | $1.00 | $1.00 | 0.25% | Interest Income |
| 2024-05-20 | 2024-07-26 | Completed | 100% | $466.79 | $461.53 | -1.13% | Stop |
| 2024-04-26 | 2024-05-20 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-09-26 | 2024-04-26 | Completed | 100% | $295.34 | $438.49 | 48.47% | Stop |
| 2022-07-12 | 2023-09-26 | Interest | 100% | $1.00 | $1.04 | 4.44% | Interest Income |
| 2022-07-08 | 2022-07-12 | Completed | 100% | $168.66 | $163.52 | -3.05% | Signal |
| 2022-06-14 | 2022-07-08 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2022-05-16 | 2022-06-14 | Completed | 100% | $195.52 | $164.74 | -15.74% | Stop |
| 2022-04-22 | 2022-05-16 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-04-22 | Completed | 100% | $210.76 | $188.89 | -10.38% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2021-10-27 | 2022-01-25 | Completed | 100% | $311.74 | $297.61 | -4.53% | Stop |
| 2021-10-05 | 2021-10-27 | Interest | 100% | $1.00 | $1.00 | 0.10% | Interest Income |
| 2021-02-05 | 2021-10-05 | Completed | 100% | $264.72 | $326.02 | 23.16% | Stop |
| 2021-01-13 | 2021-02-05 | Interest | 100% | $1.00 | $1.00 | 0.07% | Interest Income |
| 2020-10-12 | 2021-01-13 | Completed | 100% | $268.10 | $249.59 | -6.90% | Stop |
| 2020-09-18 | 2020-10-12 | Interest | 100% | $1.00 | $1.00 | 0.05% | Interest Income |
| 2020-03-23 | 2020-09-18 | Completed | 100% | $148.49 | $256.39 | 72.66% | Stop |
| 2020-02-28 | 2020-03-23 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-12-02 | 2020-02-28 | Completed | 100% | $200.56 | $181.28 | -9.61% | Stop |
| 2019-02-28 | 2019-12-02 | Interest | 100% | $1.00 | $1.02 | 1.56% | Interest Income |
| 2018-12-17 | 2019-02-28 | Completed | 100% | $141.97 | $161.11 | 13.48% | Signal |
| 2018-11-21 | 2018-12-17 | Interest | 100% | $1.00 | $1.00 | 0.19% | Interest Income |
| 2018-11-05 | 2018-11-21 | Completed | 100% | $148.93 | $133.35 | -10.46% | Stop |
| 2018-10-12 | 2018-11-05 | Interest | 100% | $1.00 | $1.00 | 0.20% | Interest Income |
| 2018-08-20 | 2018-10-12 | Completed | 100% | $172.68 | $155.51 | -9.95% | Stop |
| 2018-07-27 | 2018-08-20 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2018-04-13 | 2018-07-27 | Completed | 100% | $163.30 | $178.47 | 9.29% | Stop |
| 2018-03-21 | 2018-04-13 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2016-02-09 | 2018-03-21 | Completed | 100% | $96.38 | $163.52 | 69.65% | Stop |
| 2016-01-15 | 2016-02-09 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-15 | Completed | 100% | $92.64 | $93.25 | 0.65% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2014-08-06 | 2015-08-25 | Completed | 100% | $71.46 | $86.27 | 20.73% | Stop |
| 2014-08-04 | 2014-08-06 | Interest | 100% | $1.00 | $1.00 | 0.01% | Interest Income |
Return Distribution Analysis
