+373.0%
META vs MRNA
+521.0%
-148.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.2% | -1.5% |
| 7D | +5.5% | -8.2% | +13.7% | +5.9% |
| 30D | +7.6% | +125.6% | -118.0% | -1.1% |
| 3M | +13.0% | +197.1% | -184.1% | +0.7% |
| 6M | -1.3% | +148.5% | -149.8% | -10.8% |
| YTD | -2.2% | +363.3% | -365.5% | -16.6% |
| 1Y | -14.0% | +462.0% | -476.0% | -28.4% |
| 3Y | +118.2% | +26.9% | +91.3% | +99.7% |
| 5Y | +71.7% | -69.6% | +141.3% | +65.0% |
| All | +373.0% | +521.0% | -148.0% | +279.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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