+371.4%
META vs MRNA
+915.3%
-543.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.4% | +6.3% | +3.1% |
| 7D | +5.2% | -12.1% | +17.3% | +5.9% |
| 30D | -13.0% | -1.3% | -11.7% | -13.0% |
| 3M | +7.9% | +250.9% | -243.0% | -2.9% |
| 6M | +4.2% | +343.0% | -338.8% | -8.8% |
| YTD | -2.5% | +657.4% | -660.0% | -19.1% |
| 1Y | +5.6% | +794.9% | -789.3% | -13.7% |
| 3Y | +96.8% | +218.1% | -121.3% | +68.9% |
| 5Y | +90.0% | -3.4% | +93.4% | +75.1% |
| All | +371.4% | +915.3% | -543.9% | +267.9% |
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