+107.8%
META vs MRNA
+30.4%
+77.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | -0.5% |
| 7D | +6.0% | -9.0% | +15.1% | +6.2% |
| 30D | +3.6% | +137.2% | -133.6% | 0.0% |
| 3M | +4.9% | +194.8% | -189.9% | -0.8% |
| 6M | -4.7% | +167.2% | -171.9% | -9.4% |
| YTD | -6.9% | +375.9% | -382.8% | -14.4% |
| 1Y | -18.2% | +465.2% | -483.3% | -25.9% |
| 3Y | +107.8% | +30.4% | +77.4% | +90.5% |
| All | +107.8% | +30.4% | +77.4% | +90.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling