+361.9%
META vs MRNA
+1,030.4%
-668.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | -0.2% | -3.8% | +3.6% | 0.0% |
| 30D | -15.4% | +16.4% | -31.7% | -16.1% |
| 3M | +5.0% | +310.6% | -305.6% | -6.5% |
| 6M | +5.2% | +370.3% | -365.1% | -8.1% |
| YTD | -4.5% | +743.3% | -747.8% | -21.1% |
| 1Y | +0.6% | +841.7% | -841.0% | -17.9% |
| 3Y | +93.1% | +255.0% | -161.9% | +64.7% |
| 5Y | +93.7% | +10.1% | +83.6% | +77.4% |
| All | +361.9% | +1,030.4% | -668.5% | +258.5% |
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